Chasing Bottlenecks
Finding and removing bottlenecks is an optimization strategy as old as time. But optimization is not invention.
Data Is Not A Moat
I can checkmate you in a single move, before the chess match begins. The matchup? Your proprietary data against my algorithm that adapts in real time.
Specific vs Structural Expertise
When most companies, hiring managers, leaders, purchasing departments, and recruiters go looking for talent or service providers, 99.999% are looking for the exact same thing.
Your Model, Your Moat
This is one of the best repeatable sound bites I’ve heard from the Big AI space. It’s Microsoft AI’s positioning statement used at their recent Build conference.
ERP Disruption!
ERPs are catnip for PEs. Private equity loved those enterprise software businesses because they had low customer churn and long-duration recurring revenue.
Drunk Driving Emerging Tech
We’re witnessing a planetary-scale, decentralized drunk driving experiment, and boy is it getting bad out there. To describe what I mean, let’s use an analogy.
Taste & Token Cost Controls
Taste If you spend any time in the Valley, you've heard the discussion about how, in the age of AI, the only thing left is "taste". But no one has defined what that means.
We Build Fortune 200 AI-Native Platforms
How do you ensure a global Fortune 200 consumer products company maintains relevance during this planetary-scale AI disruption event? You hire evergence to build an AI-native marketplace and an AI-native Business Intelligence Agent for use by all employees, in every country, in every department, to
Bitcoin Biologic Intelligence
In my last post, I wrote about recursive self-improvement and the end of static software. The core idea was: The next durable advantage in software will not come from having access to the same AI models, cloud platforms, engineers, or tools everyone else can buy.
Recursive Self-Improvement: The End of Static Software
Part I: Defining Life Most companies think their competitive advantage comes from software, data, or AI models. But that assumption is becoming obsolete.
Financial Statement Disruption!
How are artificial intelligence and bitcoin disrupting the income statement and balance sheet? Is emerging tech a bubble? In this 5-minute deep dive, we describe how and why AI and Bitcoin are disrupting the income statement and balance sheet separately, but also how they are connecting one another
Who Are You?
Who are you at your core, what is the story that you tell yourself or the one that represents the fire burning deep inside you? I'm going to tell you a story that, in my 44 years of life, I have never told before. Only the people who were there to witness it were aware of it.
Today's Definition of Risk is Fear
How has the definition of Risk changed since the age of Berkshire, now that we've entered the Age of AI, Digital Assets, Spatial Computing, and Robotics? What are mitigation strategies and execution methodologies to not just remain competitive, but take a leadership position in the market? We work w
Get Consumers Paid
Now that companies are laying off tens of thousands of consumers due to efficiencies from AI, how is the economic engine going to keep working if those same companies are downstream from consumers paying for goods and services? Is there a solution to economic collapse due to the proliferation of AI?
Good Customers
What makes a good customer? What makes a bad customer, and how do you become a good one yourself? In nearly every business, it's assumed that you should take every possible customer you can get, because Growth. But what if one of the first things you do as an owner or manager, is determine what make
Generative Hardware
What is Generative Hardware, and are we close to productizing it, or are the capabilities far away? What needs to happen to commercialize this as a business offering? History of Adaptive Interfaces You're familiar with Gen AI. You type in a message and get a response, in the form of text, image, vid
Designing Go-To-Market Puzzle Pieces
What are go-to-market puzzle pieces and how do we find product-market fit fastest and with the highest probability of success? The puzzle piece is the perfect metaphor for product-market fit. One puzzle piece fits perfectly with another puzzle piece.
We Lead Silicon Valley
We've been inventing, productizing, commercializing, and scaling internet products for three decades. Silicon continues to copy us, not the other way around.
Myths of Industry Experience
Does having prior experience in a specific industry matter for driving profitable growth for a firm in that industry? Background There aren't that many people in the world who can say they've worked across nearly every industry and can back that up with 1,000 customers and clients, at various levels
