February 24, 2026
The Boundary Moves
Code is cheap. Software isn't. But the line between the two keeps shifting, and most commentary treats a moving target as a fixed truth.
2 min readAI and SoftwareSaaS
AI Commentary & Weekly Updates
A dedicated publishing area for weekly AI signal: commentary, public opinions, and practical analysis for professionals making decisions.
February 24, 2026
The Land Doesn't Know Anything
Will Manidis builds a beautiful metaphor about French and English gardens to critique how technology reshapes systems. The metaphor is a lens, not a law.
3 min readAI and SoftwareAI Strategy
February 24, 2026
The World Has Always Found a Way to Adapt
The Kobeissi Letter's AI abundance thesis finds a real crack in the consensus, then fills it with unfalsifiable optimism and a trading subscription pitch.
3 min readAI and EconomyMarket Narratives
February 23, 2026
How Much Money Do Machines Spend on Discretionary Goods?
Citrini Research's speculative 2028 memo imagines AI doing exactly what the bulls promised — and the 70% of GDP that depends on human spending quietly falling apart. The timeline is wrong. The core question is not.
4 min readAI and EconomyLabour Market
February 23, 2026
The Gap Is Real. The Playbook Isn't.
Noah Epstein uses Census data to show AI adoption is far earlier than most assume. The observation is valuable. The seven-business playbook that follows it skips the only part that matters.
4 min readAI AdoptionAI Hype
February 23, 2026
The Iron Rule and the Soft Landing
John Loeber argues AI displacement will be slower than the doomers think. He's right about the timeline. But 'gradual' and 'manageable' are different claims, and only one is supported by the evidence.
4 min readAI and EconomyLabour Market
February 23, 2026
The Machine That Replaced Everyone Except the Guy Selling the Machine
A supplement brand cut 18 staff while growing revenue 41%. The operational wins are real. The framing is a masterclass in turning a case study into a sales deck.
3 min readAI HypeAI Adoption
February 23, 2026
The Moat Was the Plumbing
A startup's close rate cratered when Claude shipped native ad integrations. The lesson isn't that AI killed them — it's that their moat was someone else's API.
1 min readSaaSAI and Software
February 22, 2026
Every Road Leads Home
OpenAI's Codex explainer is the clearest decomposition of agentic coding I've read — just remember who drew the map.
3 min readAI in PracticeCritical Thinking
February 22, 2026
The Coffee Was Flowing
Greg Isenberg's forty-odd AI predictions contain some sharp observations about agency economics and SaaS fragility — buried under a pile of pattern-matching from the outside.
4 min readAI and SocietyCritical Thinking
February 21, 2026
Start at Level 1, Finish at Our Pricing Page
A popular five-level framework for building AI agents maps suspiciously well to one company's feature set. The advice is sound. The taxonomy is a product tour.
4 min readAI AgentsAI Strategy
February 21, 2026
The Pivot Is Dead, Long Live the Pivot
Amp kills its editor extensions and declares coding agents dead. The insight about shrinking scaffolding value is real. The framing as boldness rather than retreat is not.
3 min readAI AgentsAI Strategy
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