Notes on what I'm building and what I've learned shipping ML and agentic systems in production.
The Social Capital playbook holds. Two new failure modes need new instruments.
Hsu's 8-Ball PMF diagnostics get sharper when engagement is revenue, but margin volatility and whale concentration in usage-based AI need new instruments.
What the Network Traffic Shows
Before committing to an artifact-generation architecture in my own AI chat product, I opened the Network tab on claude.ai. Here's what the SSE stream reveals, and what it means if you're building something similar.
What It Actually Looks Like to Build Software Without Writing Code
I build software full-time and almost never write code anymore. Not a story about prompting ChatGPT into a 10X engineer. The inside view of how spec-driven development actually works once you commit to it.
AI Isn't Killing SaaS. It's Splintering It Into a Thousand Pieces.
A first-principles analysis, drawing on Coase, Christensen, and Anderson, of how software economics are restructuring, and where the new value is forming.
Designing AI systems that expand what humans can do
AI changes work in two directions. It can automate people away, or it can give them back their highest-value hours. The pattern that separates one from the other, and why it has to be designed deliberately.