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Long Live the Drug Trade. How to Build an Addictive Brand.
Why 2026 is the year B2B AI founders have to stop selling solutions and start selling addiction.
The Efficiency Swindle: Why B2B AI is Dying in the Boardroom
Efficiency’s a race to the bottom. It’s a commodity. It’s the noise in the room. If you lead with “we save you time,” you’ve already lost. CFOs don’t want to save time. They want the money. They want the cash. They want to win. You’re co...
The End of the Seat: Your GTM is a Liquidation Sale
The SaaS model is dead. In 2024, you charged for the “seat.” You were selling access to a process. The customer paid for the privilege of using your interface to touch a model. You were a middleman for compute. Your margins were protecte...
Your $500k Enterprise Deal is Dying in a CISO’s Inbox
The play has changed. The party is over. The money is tight, and the questions are hard. You built a machine that works while the world sleeps. You call it an Agent. You think you’re selling freedom. You aren’t. You’re handing a CISO a l...
Why Your B2B AI Startup is a Failure of Nerve
You’re paying for a funeral. That’s what your burn rate is. You sit in your glass box and you look at your “competitors.” I call them your cellmates. You pore over their “About Us” page, you copy their price list, and you say: “We need t...
Your TAM Slide is Bullshit
You’re in the room. The lights are down. The air conditioning is humming, and you’re clicking through the deck. You get to page six. The big one. The Total Addressable Market. The TAM. There it is. A circle. A big, beautiful, blue circle...
Find Your Panic Persona or Prepare for Liquidation
It’s 2026. The party is over. The lights are on, the floor is covered in cheap champagne, and the VCs are checking their watches. You spent all of 2025 talking about tokens, latency, and user growth. You showed the board the chart. The l...
Why Your SaaS Case Studies Are Bullshit
Listen to me. You’re running a SaaS firm. Or an AI play. You’re “disrupting.” You’re “innovating.” You’re “leveraging LLMs to streamline the enterprise.” You go to your site. You click on “Customers.” You see the Case Studies. And see a ...
The $2B Elephant: Why Your TAM is a Hallucination and Cursor is Eating Your Lunch
There is a lie being told in the boardrooms of San Francisco. It’s a comfortable lie. It’s being told in the key of “Democratization.” You’ve seen the pitch decks. You’ve probably written one. It says the Total Addressable Market for you...
Your Users are Parasites
Listen to me. You’re at war. You don’t think you’re in a war? Look at your burn rate. Look at your bank account. Look at the calendar on the wall. That’s the sound of the clock ticking toward zero. And what are you doing with your time? ...
Narrative Commodity Trap: Why Your AI Startup Is A Stalling
Early-stage AI founders: listen up. The cost of execution has hit zero. You can ship a feature, a wrapper, or an entire platform in a weekend. So can the three guys in Palo Alto. So can the incumbent with 10,000 engineers and a legacy of...
The Qwen Trojan Horse: Why Alibaba is Learning to Speak "Silicon Valley"
You want to know how a war starts? It doesn’t start with a bang. It starts with a translation. For years, the Asian giants played by different rules. Look at Xiaomi. They sell you a phone, then an electric sedan, then a smart toaster. To...
The Ghost Feature Trap: Why Your AI Startup is Losing Deals
Listen. You’re in the room. The board is looking at you. The runway is getting shorter. You just lost the Enterprise deal. The one that was supposed to save the quarter. You tell the board why. You say: “They needed the SOC2 integration....
The Brand War: Why AI Startups Die on Features (and How to Win)
Listen. If you’re here because you want to talk about color palettes or “brand personality,” leave. There are a thousand agencies that will take your money to pick a shade of blue and call it a “brand identity.” This isn’t that. This is ...
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