Essays & Field Notes

Writing on AI, operating models & cloud-scale execution

31 essays — board-ready perspective from someone who has actually shipped at scale: 1B+ requests/day, 1,400-app migrations, and real carve-outs.

Featured June 2026

Open Weights Are Closing In — But Not on the Work That Decides Budgets

GLM-5.2 sits within a point of Claude Opus 4.8 on coding at one-sixth the cost. But coding benchmarks are not boardroom work. A board-level guide to what the open-weights surge changes — and what it doesn't.

AI Strategy AI Governance