
March 11, 2026
Most of What We Called Loyalty Was Just Friction
AI agents will dissolve friction moats — the enterprise value sitting on customer passivity. The question isn't whether. It's whether humans will actually hand over the keys.
A dedicated publishing area for weekly AI signal: commentary, public opinions, and practical analysis for professionals making decisions.

March 11, 2026
AI agents will dissolve friction moats — the enterprise value sitting on customer passivity. The question isn't whether. It's whether humans will actually hand over the keys.

March 11, 2026
Replit Agent 4 solves multi-agent orchestration — a genuinely hard coordination problem. The announcement buries it under 'creativity' and 'vibe coding.' The integrations list matters most of all.

March 11, 2026
The halting problem explains why research taste resists automation. The salary figures and coin-flipping metaphors explain who the argument is really for.

March 11, 2026
George Sivulka's textile mill argument gives you a mechanism for why AI adoption stalls. His seven pillars give you a product demo disguised as universal principle.

March 11, 2026
Post-training a model against a specific harness creates overfitting to that harness. Most teams are betting on the lab's default environment without realising it's a bet.

March 11, 2026
When building is free, bad ideas don't die on the whiteboard anymore. Harrison Chase names the problem — then builds his argument on a claim he never tests.

March 11, 2026
Alfred Lin drops a 3-5x vs 10-20% productivity gap and moves on to an Ender's Game metaphor. The number is the story. The metaphor is the distraction.

March 11, 2026
NVIDIA's five-layer AI infrastructure model is genuinely useful — right up until you notice which layer in the cake is sold by the company drawing the diagram.

March 11, 2026
Sarah Sachs names the distinction between frontier and saturated AI tasks that the whole market is mispricing. Her playbook for exploiting it requires Notion-scale leverage most companies don't have.

March 11, 2026
HBR's 'AI brain fry' research identifies a real cognitive load problem — then blames the humans for checking too much instead of asking why the tools require it.

March 10, 2026
A new benchmark tests AI agents across 71 commits of real maintenance — not one-shot fixes. The regression compounding it reveals is worse than the scores suggest.

March 10, 2026
A productivity panel buries its best insight in bullet two: AI amplifies, it doesn't augment. The distinction reshapes where the real investment case sits.
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