Opinions on AI, and everything else
Where I write about what's happening in AI, and other industries I keep an eye on.
10 September 2026
The Extinction Risk Debate Is a Distraction for Operators
AI existential risk matters for policymakers and frontier labs, but founders burning attention on it instead of implementation are wasting a real window.
22 August 2026
Code Red Panics Prove AI Labs Have a Lead, Not a Moat
When a lab as dominant as OpenAI can reportedly go into internal panic mode over a rival's release, competitive advantage in AI is now measured in months.
4 August 2026
AI Browsers Will Kill the Ten Blue Links Growth Model
Once agent-driven browsing goes mainstream, content built only for human scanning stops working, and ranking-only strategies are already out of date.
16 July 2026
The AI Jobs Shock Is a Rebalancing, Not a Collapse
Mass unemployment headlines miss the real risk: leaders who don't redesign roles around AI now will be out-competed by leaner rivals within a year.
24 June 2026
AI Regulation Will Hit Mid-Market SaaS First
Everyone is watching the frontier lab regulation fights and assuming it doesn't apply to them. It will, and mid-market SaaS should prepare now.
5 June 2026
Cheap AI Compute Won't Stay Cheap
Data centre buildouts and the scramble for power are a preview of rising AI costs. Model 2 to 3 times today's compute price before you commit.
14 May 2026
Developer Distrust In AI Output Is A Management Failure
Widely reported distrust of AI generated code isn't a model quality problem. It's a missing review gate, and it's fixable this week.
21 April 2026
The AI Valuation Mania Is A Discipline Test
Frontier lab valuations are setting a false benchmark for ordinary funding rounds. Here's how I tell founders to price their raise instead.
2 April 2026
Stop Opening Your Pitch Deck With We're AI Powered
Leading with AI as your headline pitch is usually a tell that you haven't found your real moat yet. Here's what to lead with instead.
9 March 2026
Why Every Board Deck Needs an AI Exposure Section
Model dependency and AI cost base deserve the same board scrutiny as cash runway. Most decks still treat them as an afterthought.
16 February 2026
Multi Model AI Procurement Is Now the Responsible Default
Betting your company on one AI lab's roadmap is a concentration risk most founders wouldn't accept anywhere else in the business.
27 January 2026
Rising AI Costs Mean You're Procuring It Wrong
Model prices keep falling while capability keeps rising, so a growing AI bill isn't inevitable. It's a procurement habit worth fixing.
12 January 2026
Enterprise AI Fails on Change Management, Not Models
Every enterprise AI playbook obsesses over model choice, but I think the real failure point is buy-in and workflow redesign, and that's the wrong focus.
3 December 2025
Lean Teams Beat Incumbents: Stop Hiring Ahead of Growth
Headcount used to signal momentum to a board. I think AI leverage has flipped that, and lean should now be the default, not the exception.
21 November 2025
The AI Talent Exodus Is A Warning About Key Person Risk
Researchers hopping between AI labs isn't just industry gossip, it's a governance failure boards should be flagging before it happens to them.
7 October 2025
AI Coding Agents Remove The Technical Co Founder Excuse
Non-technical founders can now ship a real MVP without a technical co-founder, and I think advisory conversations need to catch up fast.
18 September 2025
SEO Isn't Dead, But Keyword First Content Is
Keyword rankings still get reported every month, but I think they've become a vanity metric while the real battle has moved to answer engines.