Essay·March 28, 2026
Known Chaos
I'm walking down the alley in my hometown at night and it feels strange. Really strange. I see all the familiar faces. The same ones I used to see when I was a small kid. The place still looks the ...
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Essay·March 23, 2026
The Blue Ocean Hidden in Plain Sight: 300 Million SMEs
The software industry just discovered a $8 trillion market hiding in plain sight. For decades, enterprise SaaS chased Fortune 500 logos while 300 million small and medium businesses ran on spreadshee...
Essay·March 6, 2026
Software Is Moving Too Fast. Services Are the Next Opportunity.
Anthropic recently said something remarkable: they're building software and solutions faster than the industry can absorb. They've disrupted coding, security, legal, financial infrastructure, and eve...
Essay·March 6, 2026
The Go Bag
The missile alerts started showing up in Dubai. We made a go bag. 8 kilograms. Passports, key documents, cash, a little gold, medicines. The essentials of identity and survival, compressed into one...
Essay·March 1, 2026
A Bit Shaken, But Ok
_My answer to friends and family asking how we are doing right now._ It's 4 AM. The kids are asleep. My wife is next to me, half-awake, scrolling her phone. Neither of us is saying much. Outside, i...
Essay·February 27, 2026
What Running a Personal AI Agent for a Week Actually Looks Like
My days are a blur of deal flow, market research, portfolio updates, news, writing, and trying to be present for my family. Like most people in this industry, context-switching was killing me. A we...
Essay·February 26, 2026
AI Won't Kill SaaS. It'll Do What LinkedIn Did to Recruiters - Grow.
The hottest debate in tech right now is the so-called "SaaSpocalypse" - the idea that AI is going to destroy the billion-dollar SaaS industry. Players of all sizes, including giants like IBM, are get...
Essay·February 20, 2026
Life in 2036: The Messy Middle (Realistic Version)
# Life in 2036: The Messy Middle _How the AI revolution actually unfolded - neither utopia nor dystopia_ --- ## Preface: It's Complicated The first version imagined AI creating abundance and ...
Essay·February 20, 2026
Life in 2036: The Great Concentration (Version 2)
# Life in 2036: The Great Concentration _How power and money shaped the AI revolution_ --- ## Preface: The Oligarchs Won The first version of this piece imagined a world where AI created abun...
Essay·February 20, 2026
Life in 2036: The Great Divergence
# Life in 2036: The Great Divergence _A vision of humanity ten years after the intelligence explosion_ --- ## Preface: The Turning Point We're Living Through Reading Shumer's "Something Big I...