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 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.

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.

Part I: Defining Life Most companies think their competitive advantage comes from software, data, or AI models. But that assumption is becoming obsolete.

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?

How is private equity currently being disrupted, and what is the new playbook to creating value in a much more competitive, fast-moving, global environment? We've worked with numerous Private Equity investment funds, their portfolio companies, the startups they acquire, and the Fortune 500 strategic

"What is the product for growth?" Most of the products in the world today have a mission: to extract as much money as possible from you and provide some kind of utility in exchange, which helps get you over the purchase threshold. But there aren't many products with a mission to help you grow.

Overview YouTube Video Presentation Google Slides Doc Background: Project Bitcoin - Product Growth Strategy Contact Sean for further discussion Sean presented a comprehensive overview of Bitcoin's product growth strategy, focusing on AI paywalls and the transition from strategy to product developmen

SUMMARY In this third and final episode of the Global Value Creation limited series, Sean Everett and Carl Schmidt-Ehemann discuss the three immutable laws of value creation in the mid-2020s: the internet, machines, and money. They emphasize the internet's critical infrastructure role, the rise of m

In this memo, we discuss the different approaches companies are taking to incorporate emerging tech solutions into their existing businesses and products.

In this memo, we describe what AI Agents are, how they're using similar sub-systems as cryptocurrencies, and how they are work together.

In this article, we describe what Pace Layering is and why it's important as a framework for understanding emerging technology development and adoption cycles.

In this memo, we describe the current state of artificial intelligence practical use cases by consumers and the enterprise.

In this article, we describe how small world networks will develop within augmented reality experiences and how they will be powered.

In this memo, we break down perspectives, definitions, and guardrails for artificial intelligence that you may not have heard before.

The world has changed, and the cloud has evolved into its third major phase. We break down each phase and provide a resource for capturing its value.

In this article, we describe the current dire situation that's occurred due to a proliferation of SAAS apps and attempt to fix it using a new business model.