Strategy

The 18-month window before agents commoditize

Model providers can't credibly route to cheaper competitors — it cannibalizes their margin. The structural moat is real, but it's a window, not a permanent condition.

Apr 30, 2026 · 6 min read
War Stories

Why most software projects die at 80%

It's not that AI tools fail. It's that the long tail of integration work outlasts the developer's patience. AI doesn't fix that — it gives you infinite grinding capacity to push through.

Apr 23, 2026 · 8 min read
Build in Public

Shipping Sulla's marketplace: what I learned the hard way

The marketplace was the hardest piece of the platform to ship — not because of code, but because of taxonomy. Workflows vs. recipes vs. functions vs. agents.

Apr 16, 2026 · 5 min read