Newsletter

The Summer Friday Newsletter

Practical dispatches on AI strategy, product design, and building systematic advantage — written from hands-on work with teams moving from experiments to real results. Every past issue lives here.

July 17, 2026Issue #2

Your AI doesn't know how your company works

# Your AI doesn't know how your company works It’s been a while since our last post — this summer has been truly busy so far, in a good way, and I’m excited to share more thinking on AI at scale. H…

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June 11, 2026Issue #1

Models Don't Matter Anymore. These 3 Things Do.

There's a number floating around right now that should make you uncomfortable. The Big Four tech companies have budgeted $650 billion in AI capital expenditure for 2026 alone. That's more t…

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