
Intel from
the Frontlines
Tactical insights, positioning strategies, and battle-tested wisdom — delivered straight from the trenches. The intel is free. The advantage is yours.

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...

Your Pricing Page Isn’t a Math Problem. It’s Telling The Market You're a Wrapper.
Listen to me. You call it “lead qualification automation.” You charge $800 a month. You think you’re being “market-aware.” You think you’re being “accessible.” You’re being a commodity. Do you know what a commodity is? A commodity is a l...

Your Roadmap is Bullshit: Build for the Wedge
Look at your product roadmap. Go ahead. Open the slide. Look at those beautiful blocks of color. Quarter one: Feature A. Quarter two: Integration B. Year three: “The Global AI Operating System.” It’s a fairy tale. You’re sitting in your ...

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...

The $50 Billion Shopping Cart: OpenAI’s Fatal Case of Strategic Cataracts.
You got the wire. The money is in the bank. You’re sitting in the coffee shop. You’re looking at the screen. You’re looking at your team. You have the capital to win. You feel like a king. You’re wrong. The world is full of people. Peopl...

The $100M Word: Why Your AI Pitch is a Race to the Bottom
You are sitting in the chair. You are lying to yourself. You think the demo is the deal. You’ve spent six months on the UI. You’ve spent a fortune on compute. You walk into the room with the general partner at Sequoia or Benchmark, and y...

Your AI Brand is Built on a Foundation of Professional Theft
The AI market is a room. In that room, there is a mark. If you look around the room and you can’t spot the mark, it’s you. Right now, the B2B SaaS and AI world is one big room, and the buyer is starting to realize they’re the one being t...

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....
Don't Miss the Next Dispatch
New intel lands regularly. Subscribe on Substack and get it in your inbox the moment it drops.
Subscribe on Substack