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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…
Working is not the same as understood, and cheap is not the same as low total cost
There is a familiar kind of cheap boat listing that looks almost reasonable at first glance. The hull floats, the engine may even be new, the cabin has cushions, the…
Opening: The Wrong Labor Ledger
There is a category mistake hiding inside the current AI labor argument.
A lot of people talk as if AI is compressing official software engineering work: sprint-planned product work, core systems, mature…