Writing
Essays on applied AI, engineering and organizations
Explanations of how AI works inside a company and what it changes: the models and the systems around them, the engineering, the organization and the money. Each essay starts from a question a company meets in practice and follows the mechanism to its conditions and consequences.
Each essay shows its version and the date its sources were checked, and is updated when the facts change.
Start here
For readers in a company deciding what to do with AI.
Thinking Got Cheap. Work Hasn't Caught Up.
The price of a competent machine answer falls about tenfold a year. Capability rises fastest where answers can be checked. And almost nobody has rebuilt their work around either fact yet. What is actually changing with AI, and where that leaves a person, a team or a company.
Where the Saved Time Goes
Speeding up one step of a job rarely speeds up the job. The time piles up at the next bottleneck, usually checking and deciding, and the gain only arrives when the flow around the tool is redesigned.
Designing an AI Program That Ships
Most company AI programs produce a strategy document, a stack of licenses and pilots that never reach daily work. A program that ships changes one process at a time, end to end, and makes each one leave behind something the next can reuse. How to sequence, staff, fund and measure it.
Data Access Is the Real Integration Project
An AI assistant is worth what it is allowed to see and do, and that permission is granted by people whose job is to say no carefully. The code takes days; the access takes months. The craft is making the first yes small and each later yes easy.
Who Should Build It
AI made the first version of an internal tool nearly free and left the cost of owning it where it was. Build what encodes your own advantage and will outlive the next model. Rent what someone else will improve for you.
Routes by need
Essays not yet available appear as in preparation.
Leading an AI program
Building AI systems
- 01Same Model, Different Results
- 02Build an Evaluation From Your Own Work
- 03When the Tool Call Fails Halfway
- 04Write for the Model That Doesn't Exist Yet
- 05How a Coding Agent Actually Works In preparation
Money and strategy
All essays, by area
How models learn and behave
- The Model Never Sees Your Words
What does a model actually receive, and what follows from how text is cut into tokens?
- What Training Actually Changes
Why does each lab's model behave differently, and why does last year's prompting advice stop working?
- Confidently Wrong
Where do convincing errors come from, and why do different fixes solve different problems?
- Why Progress Arrives Unevenly
Why did coding agents improve faster than almost anything else, and which kinds of work come next?
- What Does a Model Actually Learn?
How do a training objective and enormous data produce abilities nobody programmed one by one, and what remains open about 'understanding'?
Reasoning and inference
- What Thinking Buys
What do reasoning models do differently, and when is extra thinking worth its cost?
Programming and software architecture
- What Changes When Code Gets Cheap
If writing code costs a fraction of what it did, what happens to software, maintenance, teams and the price of products?
- Tests Are the New Specification
Why do tests become the main way to tell an agent what you want, and what makes a test useful to a machine?
- Reviewing Code You Didn't Write
When agents produce most of the code, what should humans review, and how do teams avoid a review bottleneck?
Context, memory and knowledge
- What Fits Versus What Gets Used
If the context window holds a million tokens, why does the model still miss things?
- What It Means for AI to Remember
Where does an AI system keep what it knows, and why does it recall the wrong thing?
- Write for the Model That Doesn't Exist Yet
How should knowledge be written when the main reader is a model that keeps improving?
Harnesses and agent systems
- Same Model, Different Results
Why does one model feel brilliant in one product and ordinary in another?
- Giving an Agent Room to Work
How do you let an agent act without letting anyone who writes text control it?
- Workflows or Agents?
When should steps be fixed in code and when should a model decide what to do next?
- When the Tool Call Fails Halfway
How do retries, idempotency and uncertain states keep an agent from paying twice or sending the same email three times?
- Reversible Work and Irreversible Effects
How should autonomy change depending on whether an action can be undone, compensated or neither?
Standards and interoperability
- Why MCP Spread
What problem did the Model Context Protocol solve, why did competitors adopt it, and what does it not solve?
Evaluation and evidence
- Leaderboards Measure the Test
What can a ranking actually tell you about which model to use?
- Build an Evaluation From Your Own Work
How do you turn past cases into a test that tells you whether a model, prompt or tool is better for your work?
Infrastructure and AI economics
- Where the AI Money Goes
Prices per token keep falling; why do AI bills keep rising, and where will budgets move?
- Why AI Products Have Thinner Margins
How do inference costs change the economics of software companies built on models?
Product design and distribution
- Distribution Beats the Better Model
Why do incumbents with mediocre AI often beat startups with better AI, and when don't they?
- What Becomes Possible Now?
How do you find products a new capability makes possible instead of bolting text generation onto every screen?
- A Product That Improves With the Model
Which products built on someone else's model get stronger as models improve, which get absorbed, and how do you design for the first?
Enterprise reality and adoption
- From a Good Demo to a Working Department
Why does a demo that works become a department that doesn't, and what does it take to close the gap?
- Moving Without Breaking
How do you add AI to an organization without a migration nobody wants?
- Data Access Is the Real Integration Project
Why do permissions, security reviews and data policies decide AI projects more often than models do, and how do you get through them?
- Why the Process Exists
What job does a process, approval or role do before you automate or remove it?
- From Individual Gains to Team Capability
Why can one person get much faster with AI while the team barely changes?
Transformation programs and delivery
- Designing an AI Program That Ships
How should a company sequence, staff, fund and measure an AI transformation so it produces results in months, not slides?
- What a Deployment Engineer Should Own, and Leave Behind
What do forward-deployed engineers actually do, which parts of the work should they own, and how do you avoid making the customer permanently dependent on them?
FDE work and team organization
- How AI-Native Teams Organize
How do roles, review, planning and team size change when each person directs several agents?
Value, measurable impact and compounding
- Where the Saved Time Goes
AI made a step ten times faster. Why didn't the job get faster, and where did the time go?
- When Work Starts to Compound
What does a project leave behind that makes the next one cheaper, and what makes AI work repeat itself?
- Measuring AI Impact Without Fooling Yourself
Which metrics show real value (lead time, quality, cost per finished task, counterfactuals) and which only look good?
- Output, Outcome and Value
What is the difference between producing more, achieving a result, and that result being worth something to someone?
- Who Receives the Gain?
How is AI's value split between customers, employees, vendors and owners, and what decides the split?
Budgets, pricing, procurement, build/buy/partner
- Who Should Build It
When options change every few months, when should you build, buy, integrate or hire?
- Where the AI Budget Comes From
Which budget lines fund AI adoption, and how does the purchase change when it competes with software, consultants or headcount?
Labs and startups
- Open Weights and Closed Labs
Does it matter whether a model's weights are public: control, cost, residency, incentives?
- Why Labs Build Products
Why are model labs moving into agents, apps and enterprise sales, and what does that mean for everyone building on them?
- Capability, Product and Business Model
What separates a technical edge from a useful product and from an economically sustainable company?
Durable advantage, data, know-how and acquisitions
- Where the Moat Moves
If software gets cheap to produce, what stays hard to copy?
- The Price of Know-how
Why do large companies pay what looks like too much for small AI teams, and when is it a mistake?
- Most of What a Company Knows Isn't Written Down
How do you capture tacit know-how (exceptions, judgment, the why) so people and models can use it?
Industry mechanisms
- Customer Support Went First
Why was support the first department to change, what the evidence shows, and what other departments can learn from it?
- Selling Hours When Hours Shrink
What happens to consultancies, agencies and software services firms when AI cuts the hours a job takes?
- Finance and the Reconciliation Wall
How do accounting and finance use AI when every number must reconcile and be auditable?
- When Answers Replace Links
What happens to publishers, search and online marketing when people get answers instead of clicks?
Human learning, work, attention and resistance
- Learn to Drive Before You Study the Engine
I'm new to this and drowning in terms. Where do I start, and how do I get good?
- Why People Resist AI at Work, and When They're Right
What drives resistance (identity, trust, workload, fear), which parts are signals worth listening to, and how do teams respond?
- Skills That Fade When the Machine Does Them
What does research say about deskilling and over-reliance, and how do you keep the judgment you need to check the machine?
- A Job Is a Bundle of Tasks
What does automating part of a job tell you about employment, demand and organization, and what doesn't it tell you?
Regulation and incentives
- Regulation as a Design Constraint
What does the EU AI Act actually require, of whom, and from when, and where do its lines fall?
Routes, vocabulary and dated notes
- Start Here
Where should you begin, given what you need?
- Thinking Got Cheap. Work Hasn't Caught Up.
What is actually changing with AI, and where does that leave a person, a team or a company?
- When Test Agents Touch the Real World
One verified recent event explained through a mechanism, dated and linked to its durable piece.