Insight
Notes from building in the open.
Research, product thinking and field notes. We publish what we prove and say clearly what remains unfinished.
What Anthropic's S-1 tells us about where AI is going
What Anthropic's S-1 says about where AI is going: the opportunities behind the push for more intelligence, why infrastructure and scale are the real problem, the UK picture, and what we are building at MindLynx.
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With All the Noise Around AI News, Hype and Slop, What Is Real.
Between half and three quarters of new content is now AI-generated, and leaders are right not to trust the commentary. How I read the signal through the noise, what is actually real, and where the line should be when using AI to write.
Anthropic Grew 80x Year on Year. Meta Cut 8,000. Please Let's Get on the Right Side of This Story.
Cost, revenue and compliance are coming for every business at once, and most boards are looking at one. The revenue opportunity, the cost side, the price of not acting on compliance, and the people in the middle of it.
The Autonomous Workforce Is Already Here. This Is What You Need to Know.
ServiceNow named them. Salesforce is building for them. Agents are already part of the workforce, and most organisations still treat them as a tool. The accountability gap, why agent confidence is not accuracy, and the agent manager role.
We Built Companies for the Conformist Mind. AI Is About to Break That.
A more personal piece. Cognitive range is a strategic capability, and the org chart, the meeting cadence and the career ladder were designed against it. What AI changes for minds that work differently, and what leaders should be asking.
Jack Dorsey Thinks Middle Management Is Finished. He's Half Right.
Jack Dorsey argues the hierarchy will give way to a company world model. He is right that the hierarchy will collapse. Why many of these builds will fail silently, and why the interpretive boundary is an engineering object, not a philosophy.
When You Unleash Domain Experts to Be Builders, Everything Changes
There are 36 million software developers and hundreds of millions of domain experts who know what should be built. What changes when those experts can build: the economics, rigour and compliance, and the gap between vibe coding and production.
Every Quarter You Wait Costs More Than the Last One
The companies that moved early on AI are not just ahead, they are compounding. Why pilots are the wrong speed, why a correction would widen the gap rather than close it, and what to do about it.
The One Skill AI Can't Replicate (and Most Companies Aren't Hiring For)
The question getting the airtime is how many fewer people we need. The better question is what we can do now that execution is cheap, and why judgment, and the human skills around it, becomes the job.
AI Didn't Just Change the Work. It Changed the Shape of Organisations.
Block cut nearly half its workforce and pointed to AI. Why cutting headcount while keeping the old structure is not a transformation, and the four parts of the redesign: strategy, structure, risk and culture.
Nothing in this category yet. It's coming.
The briefing
One email a month. Only what we've proven.