Thesis
The danger is not merely that AI systems fail.
The deeper danger is that the cure becomes the system.
A company starts with a simple promise: generate code, workflows, analysis, or decisions. Then the output has to be checked. Then the…
The Basic Problem
AI is changing software economics, but not in the simple way most of the market keeps pretending. It did not erase every incumbent advantage. It lowered the cost of replicating visible software surfaces: dashboards, onboarding…
Sovereign competence, talking dashboards, and what engineers forgot
If you grew up on American television, you were handed a full export catalog of heroes.
Cowboys, detectives, space captains, action stars, superheroes, and men who could solve…
1. The Bill Rarely Lands Where the Cut Was Made
There is a version of this story where companies overcut, the strategy fails, executives learn humility, and labor is vindicated.
That version is emotionally satisfying.
It is also probably…
