theses

Market reads. Each one names the structural shift, finds the wedge, states a position, and says what would prove it wrong. Written to earn a point of view rather than borrow one.

The Judgment Premium When making something costs nothing, the money moves to whoever decides what is worth making. Aug 2026
The Next Hundred Million The next wave of software gets built by people who will never type a line of it, in languages the industry never shipped in. Jul 2026
The Accountability Layer Capability stopped being the bottleneck. Being able to prove what an autonomous system did, and that it was allowed to, is the bottleneck now. Jul 2026
STRATA Operationalizing the six-layer AI stack into signals you can actually track. Jul 2026
Priced Belief A market price is a crowd’s belief made legible. We are about to have that instrument pointed at everything. Jul 2026
Weakspot Competitive intelligence from your rivals' worst reviews. Jun 2026

The reusable models these keep leaning on live under frameworks.