Vol. I · No. 1 · Montreal
Herman.
Watching AI change everything, in real time, and writing it down.
Tag · 11 pieces

#strategy

Every essay in the dispatch tagged with strategy, in reverse chronological order.

All agentic-engineering agents ai ai-safety ambition architecture claude-code context decomposition engineering engineering-leadership enterprise evaluation executive harness-engineering hitchhikers-guide industry intent jevons-paradox job-market judgment karpathy leadership mcp memory openai orchestration productivity skills specification strategy throughput tools
Ai
Why Faster AI Doesn't Make Faster Companies
AI got an order of magnitude faster. Your company got two or three times faster. The gap is not a mystery. It is a measurement problem.
Ai
The Great Inversion
For 25 years we built interfaces for humans. Now we are building them for agents. The web just flipped.
Ai
Building for the Wrong Model
Most enterprise AI investments are compensating for limitations that are about to disappear. When they do, the scaffolding becomes the problem.
Ai
The Kitchen Is Open
The kitchen just opened. The question is not who gets cut. It is what we finally get to cook.
Strategy
The $690B Question Wall Street Can't Answer
Wall Street thinks AI infrastructure is overbuilt and AI is powerful enough to destroy $800B in SaaS market cap. Both cannot be true.
Agents
Clawdbought: How OpenAI Acquired the Biggest Open-Source Agent
Two weeks ago, 147,000 stars was a signal. Now the creator of OpenClaw is inside OpenAI. The agent race just got an address.
Agents
147,000 GitHub Stars in Two Weeks. Mac Mini Shortages. A 24% Stock Surge. The Market Just Told You Something
OpenClaw isn't the future. But the demand it exposed is. The market just told you the future is agentic.
Ai safety
Claude Has Character. Your AI Has a Script.
For thirty years we've known that scripts fail under pressure and principles don't. We applied this to people. We forgot to apply it to machines.
Ai safety
Anthropic Is Quietly Winning the AI Race
The company most obsessed with what AI should not do has become the company doing the most interesting things with it.
Ai
The Bookshelf in the Black Hole
Why mastery is now the thing that makes you lost
Ai
Learning FORTRAN
What Dorothy Vaughan understood about the future that most people miss