I lead digital experience inside a large industrial group. This blog is where I think in public about the technological and anthropological shifts running through work today—inside organisations, and beyond them.
“The future always comes too fast and in the wrong order.”
— Alvin Toffler, Future Shock, 1970
Unchained
A model crossed its own evaluation sandbox. Congress responded by requiring the whole industry to build a kill switch. The lab that failed got the valuation bump.
Building The Middle Man
Stripe is reportedly buying OpenRouter for $10 billion. Not for the product—for the layer that governs how cognitive currency circulates.
Quintessence
Open vs. closed isn't the split anymore. The question is which layer you control—and whether you get to choose who learns from you.
You Only Pay Twice
Two statements, eleven days apart. Karp and Nadella describe the same movement from opposite ends of the value chain. The interesting question is what follows from taking their argument seriously—including toward their own companies.
Engine RPM vs. Kilometers Traveled
Coding agents multiplied commits by 1.8×. They multiplied shipped releases by 1.3×. A new NBER paper just measured the gap between RPM and kilometers traveled.
Negotiating the Turn
Microsoft's reorganization reads like a leadership story. It may be something deeper—Conway's Law in action, at a company of 200,000 people.
Inversion of Gravity
MCPs, skills, and shared protocols are quietly sketching a layer above the product narratives—and reversing where the center of gravity sits in enterprise software.
Kill Switch
The Fable 5 story may ultimately benefit Anthropic more than it hurts them—and what it reveals about enterprise control is the part worth sitting with.
Cached Intelligence
A good tool doesn't just wrap a function: it compresses thousands of hours of domain reasoning into a single call. That's not a convenience. It's a gearbox—and gearboxes don't generate energy, they convert it.
The Geology of Intelligence
Frontier models can disprove a decades-old mathematical conjecture. The same models misread an analog clock half the time. Stanford calls this the jagged frontier. I think 'topography' better captures what we're actually discovering.
The Engine Was Ready. The Infrastructure Wasn't.
The harness is the charging network. Without it, agent autonomy isn't viable—no matter how powerful the model behind it.
Crossroads
Before the boulevards, the crossroads. The current agentic moment looks like exchange taking shape before anyone has thought to organize it.
The Long Game
Codex Sites compresses the chain from idea to software. The final artifact is no longer code—it's a working application, generated from a conversation.
Agency Is All You Need
A team built like software, for years. But the more our teams embraced agentic AI, the more it felt like the wrong analogy—they don't feel like software anymore. They feel like an agent.
The Copernician Shift
AI may be triggering a Copernican revolution in enterprise information systems—not by replacing ERP and CRM, but by reducing their exclusive gravitational monopoly over how work gets done.
Citrini and the Enclosure of the Cognitive Commons
A large part of the training substrate of modern AI comes from a broad cognitive commons—scientific work, books, code, archives, public discourse. What happens when value extracted from it is captured faster than it is redistributed?
Distributed Intelligence
The real contest isn't to control the model—it's to command the runtime that executes it. Five players, five very different bets on where the agent should actually live.
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