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.
The Efficiency Swindle: Why B2B AI is Dying in the Boardroom
Efficiency is a commodity. Cash is king. If you’re selling "time saved" to a CFO in 2026, you’re already a line item on a chopping block.
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...
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...
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...
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...
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