Essays

Notes from the trenches.

Long-form writing on agentic AI in production, AI go-to-market, and the industry. Long form because the short form is always wrong.

2026
When infrastructure gets commoditized, data becomes the moat 10 Apr

Anthropic just made agent infrastructure a commodity. That doesn't threaten companies whose moat is data. It threatens companies whose moat was plumbing.

What the Claude Code leak actually reveals about building AI agents 03 Apr

Anthropic accidentally open-sourced 512,000 lines of Claude Code internals. Forget the drama. The code is a masterclass in agentic architecture, and every company building AI agents should be studying it.

Revenue systems need memory 01 Apr

The same problem that makes most AI systems useless for serious work is what makes revenue systems so brittle. The fix is the same too.

The evaluation problem nobody wants to solve 29 Mar

Everyone wants to ship AI. Almost nobody wants to build the evaluation framework that tells you whether it's working.

Guardrails are the product 22 Mar

Most teams treat AI guardrails as a safety feature bolted on at the end. In production, the guardrails are what actually makes the system usable.

The learning gap is the real AI crisis 15 Mar

The biggest barrier to enterprise AI isn't model quality or regulation or talent. It's that most AI systems can't learn. And almost nobody is building to fix this.

The death of the demo 12 Mar

The traditional software demo is becoming counterproductive for AI products. When you're selling intelligence, not features, the whole buyer engagement model needs to change.

The case for a revenue intelligence layer 08 Mar

Deal context lives in a dozen different systems. What would happen if something actually stitched it all together?

Your forecast is a fiction 22 Feb

Revenue forecasting is narrative-based, not evidence-based. Sellers declare stages, managers interpret stories, leadership aggregates opinions. AI can fix this, but most organizations aren't ready for that level of transparency.

Why your CRM can't handle AI deals 19 Feb

CRM systems were designed for linear SaaS buying. AI deals are non-linear, multi-threaded, and governed by organizational readiness. Your pipeline view can't represent any of it.

Build vs. buy is the wrong question for AI 08 Feb

Everyone asks whether to build AI internally or buy from vendors. It's the wrong question. What actually determines success is how fast your organization can learn.

How sales changes in the AI era 22 Jan

AI isn't a harder version of SaaS to sell. It's a different commercial problem entirely. The entire revenue stack needs to be rebuilt.

2025

New essays, by email.

A short note when something new is up. A few times a month at most.