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Who Advises the Disrupted? Consulting and Services in the Agent Era
Consulting and IT services are the purest labour businesses — the billable hour is the seat, the delivery work is the veneer agents absorb. But they also sell the transformation. What happens to the advisors when their own model is the most exposed of all? Read ⇢
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The Frontier Labs Are in the Squeezed Middle of Their Own Stack
The Tier-1 frontier labs explained how agents commoditize the app layer — while the same force eats their own model layer from below. Value pools up (agents, distribution, trust) and down (compute, power). The lab that only owns the best model is in the squeezed middle of its own stack. Read ⇢
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Service-as-Software — What the Hypergrowth AI Startups Figured Out
A class of AI startups is compounding faster than any software company ever has — while thousands die. The survivors share a pattern: they don’t sell software, they sell a job done. Vertical, outcome-priced, data-moated. Here’s the anatomy. Read ⇢
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Buy, Build, or Orchestrate — and Why Seat-Based Pricing Is the Fault Line
The agent era retired “buy vs build.” What decides which software survives is two axes — which layer you own, and whether your price tracks value or seats. Here’s the map, and why the squeezed middle gets composed away. Read ⇢
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The Substrate War — Will Your Data Platform Become Your System of Record?
If the system of record is becoming a governed data substrate, where does that substrate come from — the data platform growing up, or the system of record growing down? The app you log into is what’s at risk. The record just moves. Read ⇢
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Agent Swarms Are Eating the Stack Top-Down — But Not the Foundation
Agent swarms are consuming the enterprise stack from the top — engagement first, then intelligence. But the system of record, and the data substrate beneath it, is what survives. Bet on the foundation the agents stand on, not the fastest agents. Read ⇢
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Under the Hood — The Homelab, the Models, and the Choices Behind My Family AI
A technical companion to my four-weekend family AI: the homelab that runs it, the local open-source models, the layered guardrails and privacy-by-design, how the architecture scales, and what’s next. Read ⇢
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Weekend 4 — A Bot That Teaches: When a Daily Fact Becomes a Conversation
The final weekend of building FamilyLine was the one my daughters took over as product managers. Kid-safe generation, no more repeating jokes, and a “did you know?” that turns into a bilingual tutor the moment they reply. Read ⇢
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Weekend 3 — The Travel Agent That Refuses to Book Your Flight
Weekend three of building FamilyLine was a travel assistant. The most important design decision wasn’t what it does — it’s what it deliberately refuses to do. Find, surface, hand off; never transact. Read ⇢
Digital Leadership, Distilled.
Scaling transformation through Data, AI, and human–agent teaming — 23 years of hard-won lessons, distilled into strategic deep dives. Don’t miss the next shift.
