Writing Every Post, Every Channel
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September 2026
Sep 22
Foraging: Silence of the Labs
Four agent incidents are on the record, and every one surfaced from outside the company whose model did it. Detection answers to containment; disclosure answers to nobody.
The False Comfort of a Good Champion
Enterprise AI adoption needs a sponsor, a champion, and a set of real users. Having two of the three looks exactly like having all three, which is what a green status report is made of.
LinkedIn — The False Comfort of a Good Champion
Companion to the Substack piece: the three roles that decide enterprise AI adoption, and why two of three reads as all three.
August 2026
Aug 14
Foraging: Paved With Good Intentions
Forward-deployed engineers are not an alternative to a platform. They are only survivable on top of one that can absorb what they learn.
Foraging: Sliding Doors
Four companies decided in one week whether the agent gets its own interface or shares the human's, and the split turns on whether the person is choosing or delegating.
Foraging: Ground Control
As AI makes generation cheap, the human job that rises in value is judgment and grounding: deciding what's true and worth building.
July 2026
Jul 29
Intern season is my favorite season of the year. Yes, more than summer. Okay,…
Intern season is my favorite season of the year. Yes, more than summer. Okay, maybe summer also contributes to it :).
Foraging: Mille-Feuille
Five companies shipped the same enterprise-AI architecture this month. The fight moved to who owns which layer.
The Talent Fork
Traffic-driver to the HP#3 Substack capstone: every hire is a bet you place through proxies, and AI cut the bottom wire. Leadership angle — hire, energize, part with.
The Talent Fork
AI repriced the whole org chart. Three moves decide which side your people land on: who you hire, who you energize, who you part with.
The Talent Fork
30% of PM roles now AI-flavored, <5% have shipped an agent. Seeds HP#3. Pre-write by Jul 3 (OOO).
June 2026
Jun 30
Taste as Infrastructure
Sharpest claim, native text, URL in first comment.
Taste as Infrastructure
When judgment becomes the bottleneck. Framed as a Product Thinking piece. Last full-engagement drop before OOO.
No CFO Has to Say Yes
This one made my day.
Foraging: The Big Short. Why the Agency Layoffs Aren't Really About AI
The agency layoffs aren't an AI shock. They expose a 30-year billable-hour decline, and value is leaving the holding-company tier entirely.
WPP just gave up the beach it held at Cannes for years. An independent shop…
The legible work commoditizes first. The agency layoffs are that pattern at industrial scale; text-only, firsthand-pattern lead.
Meta Just Paid $900 Million for Taste
Meta's $900M Cred deal puts a price tag on the shift: AI commoditizes production, judgment becomes the scarce asset. Tests the Taste thesis; seeds HP#2.
The same artifact keeps coming up in customer conversations: an AI spend…
Measurement Mirage follow-on: the tokens carrying real value are the ones a dashboard structurally can't see.
Foraging: The Only Winning Move
The AI kill-switch / sovereignty week. The only winning move is to architect for revocation.
Your AI dashboard cannot see the two things that matter most.
Your AI dashboard cannot see the two things that actually create value. The companion to Human Breakthroughs.
Human Breakthroughs Don't Show Up on Dashboards
Your AI dashboard measures motion. The judgment that turns motion into a breakthrough is the one thing it can't capture, and it's where your value now lives.
Satya Nadella's post this week put a clean name on something I've been circling…
Satya Nadella's post this week put a clean name on something I've been circling for months: the next phase of this is a frontier ecosystem, not a frontier model. The value compounds on a shared...
Foraging: The Untouchables
The week untouchable things got touched. Six moves that each broke a rule everyone assumed was permanent.
Over the past two months, three investors I follow each declared a different…
Over the past two months, three investors I follow each declared a different moat dead. Todd Saunders buried proprietary domain knowledge in April. Seema Amble buried the interface in May. Jaya Gupta...
LinkedIn — Fortune Brainstorm Tech panel recap
Last week in Aspen, five of us sat around a table at Fortune Brainstorm Tech to talk about the hard part of AI. The premise was simple: the technology mostly works now. The hard part is what happens...
Foraging: Game of Planes
Three conferences. One week. Every keynote said control plane. Six vendors made the same bet from six different data moats.
Most AI-first UX right now is a chatbot bolted onto an existing app. That's not…
Most AI-first UX right now is a chatbot bolted onto an existing app. That's not a redesign. That's the old interface with a text box taped to the side.
May 2026
May 29
Foraging: The Prestige
The market is pricing human qualities up. Organizations are pricing human workers down. One of them is wrong.
The Three Problems Nobody Told You About Enterprise AI
Infrastructure, experience, and coordination. Most companies solve one. The other two eat it alive.
Julianne DeVincenzo runs global content strategy at Optimizely. She inherited…
DeVincenzo's butcher counter model, like-minded lunatics, the 4.7x perception gap.
Foraging: Little Shop of Horrors
Every marketing org fed the machine. Two practitioners stopped. Taste as infrastructure.
AI Productivity Has a Multiplayer Problem, LinkedIn companion
One person got 10x faster. The team got left behind.
AI Productivity Has a Multiplayer Problem
Why the best individual AI tools still leave most of marketing unsolved. Single-player vs. multiplayer infrastructure.
A VP of Marketing and I started working through why her AI deployment stalled.…
Three questions, three no's. The compound interaction nobody talks about.
Foraging: Life Moves Pretty Fast
Speed became the default AI metric. It's the wrong one. What compounds matters more than what accelerates.
I wrote something about the structural break happening underneath enterprise…
I wrote something about the structural break happening underneath enterprise marketing right now.
Your Best Content Doesn't Exist Yet
When your content becomes a living surface. Knowledge graphs, agent-queryable content, and what comes after static pages.
HBR: Redesigning Marketing for the Agentic Age
This article nails what I observe in every CMO conversation I'm in: how do we redesign, not just accelerate?
Foraging: Moneyball for Tokens
The reports that stacked up this week told the same story from different angles. The metrics organizations use to track AI adoption have almost nothing in common with the metrics that predict AI...
Two AI stories from this week that sit at opposite ends of the same problem.
Two AI stories from this week that sit at opposite ends of the same problem.
Recap of Lightspeed fireside at Google Mountain View
Conversation with Raviraj Jain at Google Mountain View on living surfaces, agent-native architecture, and organizational transformation.
AI made content creation 10x faster.
AI made content creation 10x faster. The bottleneck moved somewhere the tools can't reach.
Fireside chat with Raviraj Jain at Google Mountain View
Raviraj Jain fireside at Google Mountain View. Living surfaces and agent-native architecture.
Foraging: Software 3.0 Ate My App
Karpathy vibe-coded a restaurant menu app. Full stack: OCR pipeline, Vercel deployment, image generation. A real product. Then he saw the Software 3.0 version: take a photo of the menu, give it to...
April 2026
Apr 29
AI Lock-In: You Can't Export How Your Organization Thinks
Governance workflows as moat. Where lock-in actually comes from when every vendor has an API.
Everyone says agents will eat SaaS and GUIs are dead. The opposite happens.
Everyone says agents will eat SaaS and GUIs are dead. The opposite happens.
Building for the Agent Experience Gap
As agents handle routine work, human touchpoints become higher-stakes. Five principles for product builders.
Foraging: No Country for Old Interfaces
I've been writing about a structural shift for months. That AI would reorganize enterprise software from the inside out. That the real challenge would be infrastructure, not generation. That...
Typeface × Google Cloud: Agentic Content Layer
The missing connection layer. Four Content OS pillars shipping as one system.
Foraging W16
Three voices named one archetype. Tan's five-definition harness playbook. Anthropic $30B vs OpenAI memo. Korn Ferry: critical thinking > AI skills.
Three Approaches, One Pattern
Zapier's hiring rubric, Ramp's company-wide playbook, Karpathy's two groups. Companies pick one and ignore the other two.
The Three Adoption Playbooks
Three posts, three approaches to AI adoption, one pattern. What happens when you pick one and ignore the other two.
Jensen Huang Optimized for Speed of Light, Not Span of Control
60 direct reports, no one-on-ones. How NVIDIA broke 2,000 years of span-of-control orthodoxy.
Hiring Bar Shifts: Builders Pull Ahead of Users
Zapier's AI fluency rubric, the shift from snapshot to slope, and why builders pull ahead of users.
Foraging: The Week the Knowledge Bots Arrived
AI fluency rubrics, knowledge systems, vibe coding in PM interviews, and the convergence nobody planned.
Leaders Who Build Change How Organizations Think
How building internal tools with AI changes organizational capability.
AI-First Culture Starts With Every Leader Building
A customer dashboard built over a weekend that changed how 200 people think about accounts.
Speed vs. Governance
Governance as workflow, not speed tax. Why the fastest teams don't skip review.
March 2026
Mar 26
Quality Evaluation: The Hardest Problem in AI Content
'Safely on brand' vs 'compellingly on brand.' The enormous middle where most teams are stuck.
From Content Generation to Content Operating System
The four gaps between content demand and execution. Why generation was never the bottleneck.
To MCP or Not to MCP
MCP vs code gen. The connector layer is being commoditized; hand-built connectors are what dies.
The Hardest Part of AI Isn't the AI
People and process are the bottleneck. Technology is the easier part.
The Four Gaps
Leverage is upstream, not in the prompt box. The four gaps between AI capability and organizational execution.
Typeface Arc Launch
Typeface Arc: marketing orchestration engine. From content creation to content operations.