OpenAI, Anthropic & the New Compute Power Structure

Etched: The $21 Billion Bet on Specialized AI Inference

NVIDIA Is Becoming the Financing Layer of AI

The Return of Marginal Cost

Clarity Before Growth

How Momentum Changes Decision Quality

The evidence gap is a company-building problem.

Why Growing Companies Become Harder to Understand

AI Has Made Startups Easier to Build—and Harder to Evaluate

The Anatomy of Structural Friction: What Revenue Acceleration Tends to Hide

The Price of Free Intelligence

How to Detect Logic Leaks in Your Board Decks: The Signal Audit Approach

Most irreversible decisions don’t look risky when they’re made

When progress becomes the most dangerous illusion

The real risk is rarely the decision you’re arguing about

Why Companies Rarely Fail From One Bad Decision

Why Smart Leaders Defend Bad Decisions