Field notes from the new playbook.

Perspectives on platform ecosystems, AI-native software, and the structural reset in how businesses are built and valued.

Software

The business is the software

When strategy is encoded directly into the platform, the divide between business and software disappears.

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Economics

Why seat-based SaaS is collapsing

Per-user, per-month makes no operational sense when AI agents can handle the work of entire departments.

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Integration

MCP and the end of the integration nightmare

Open standards let you connect AI directly to proprietary data, without rebuilding legacy systems.

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Craft

From coders to articulators of intent

Developers are becoming strategic orchestrators as the bottleneck shifts to upstream problem definition.

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Ecosystems

Network effects, by design

Orchestrating interactions instead of managing assets, where every new participant adds value for all others.

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Principles

Intentionally positive technology

Constitutional guardrails and why we build for good outcomes by design, not by accident.

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