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#ai-strategy

3 essays. All writing.

Europe funded the layer that gets cheaper without itJune 22, 2026
On 19 June the Commission funded a sovereign frontier model. That is the one layer that commoditizes itself. The value already moved two layers up.
The company is the productJune 5, 2026
Sequoia's thesis on the next trillion-dollar company says software is no longer the unit of sale. The work is. Headless is the architectural shape of the bet.
$5.5 billion to do the work consultancies do todayMay 13, 2026
On 4 May, OpenAI and Anthropic announced enterprise services joint ventures on the same day. Not the model. Not the API. The work. The middleman is the casualty.