Writing
Essays and frameworks on AI operations, capital allocation, and the operator-builder seam. Site is canonical; some posts also mirror to Substack.
Published

Any Sufficiently Advanced Technology: A Taxonomy of Magic
Every sufficiently advanced technology collapses one friction and reveals the new scarcity behind it. LLMs collapsed the cost of language, putting commodity intellectual output in the blast radius. A 6-step protocol, calibrated on 700 years of transitions from the printing press to the internet, for finding the new scarcity and moving first.

What AI Actually Made Scarce
AI made production cheap and revealed the constraint it was hiding: selection. Green dashboards stay green while quality quietly decays. A 30-minute protocol to find your new scarcity.
The thesis is shipping as a series
The roadmap below is the full arc - the allocation framework end to end, plus the operator, builder, and scientist essays that hang off it. Each lands here as it clears QA. Get notified and you will not miss one.
Allocation Is All You Need
7 essays- soon
Allocation Is All You Need
allocator - soon
Find: Your Business Is a Directed Graph
operator - soon
Price: Every Opportunity Is an Investment Instrument
builder-scientist - soon
Allocate: The Operating Efficient Frontier
allocator - soon
Execute: Systems That Converge by Construction
builder-scientist - soon
Compound: Build the Appreciating Asset
allocator-scientist - soon
What Happens When You Run This for Six Years
allocator-operator
Show 32 more essays in progress
AI Operationalization
AI Operations (Pillar 1)
ai-engineering
- soon
A Field Guide to AI Agent Species
ai-engineering - soon
AI Quality Tiers: When 85% Accuracy Is Fine
ai-engineering - soon
Building an AI Workforce: The Agentic Shadowing Method
ai-engineering - soon
How We Taught 500 Non-Engineers to Use AI (Without Losing Our Minds)
ai-engineering - soon
Substrates: The Dies and Molds of Knowledge Work
ai-engineering - soon
TaskVector: The 9 Dimensions Deep Dive
ai-engineering - soon
The Dollarized Confusion Matrix: How to Set AI Thresholds That Actually Make Sense
ai-engineering - soon
The Eighth Ledger: When Intellectual Labor Becomes a Capital Asset
ai-engineering - soon
The Knowledge-Work Assembly Line: Why Most AI POCs Don't Ship
ai-engineering - soon
The Prompting Pattern Nobody Talks About: Teaching AI Your Domain's Logic
ai-engineering - soon
The Verification Loop is the Bottleneck (Not the Model)
ai-engineering - soon
Why Most AI Agent Deployments Fail
ai-engineering - soon
Why Your AI Pilot Failed (And How to Pick Better Targets)
ai-engineering - soon
Why Your AI Pipeline Can't Tell You When It's Wrong
ai-engineering - soon
You Can Be Perfectly Calibrated and Useless
ai-engineering
Decision Science
Decision Science / PE Operations
decision-science
leadership
quality
Quality Systems (Pillar 3)
Technical Leadership & Operations