AI isn't making software cheaper. It's making outcomes ownable.

June 24, 2026

The IPO Window Is Open, But Not For Everyone

June 16, 2026

What Problem Are You Actually Solving?

June 09, 2026

Don't Tokenmaxx, Outcomemaxx!

June 03, 2026

Your AI Bill is Coming Due. Who’s Paying?

May 20, 2026

Did Anthropic and OpenAI just save private equity?

May 12, 2026

The Model Debate Is the Wrong Debate

May 05, 2026

No Moat is Safe Forever - Is the Last Mile Worth $60B?

April 28, 2026

This Isn’t a Paused Market. It’s a Selective Reset.

April 15, 2026

Agents Do Not Remove the Execution Boundary

April 06, 2026

Automating Work Is Not a Moat.

April 06, 2026

Services Aren’t the Sin. Linear Scaling Is.

April 06, 2026

Customer Two Is the Only Metric That Matters

April 06, 2026

Execution Economics.

April 06, 2026

Introducing Signals by Simon.

April 06, 2026

Distribution Is Oxygen. Endurance Is the Moat.

December 19, 2025