Tagged
#org-design
How teams, ownership and roadmaps have to change before the AI can.
6 essays. All writing.
- Average adoption returns less than averageSeptember 16, 2026
Ask how the AI programme is going and you get a percentage of people. The denominator is wrong, and the mathematics of the right one is unforgiving.
- 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.
- You can outsource thinking. You can't outsource understanding.May 4, 2026
Karpathy reframed LLMs as ghosts trained by imitation of text, not animals that learn the world. The shift from vibe coding to agent engineering is what production has been waiting for.
- Efficiency is the floor, not the ceilingApril 13, 2026
PwC measured 1,217 executives across 25 sectors. 20% of companies capture 74% of the economic value of AI. The split is not budget, not stack — it is whether the company uses AI to do what it already does, or to sell what it could not before.
- Speed without alignment is noiseApril 6, 2026
Notes from a ProductTank Madrid we hosted at Shakers, on what changes when AI enters a product team — and what doesn't.
- Define capabilities before you pick the vendorMarch 9, 2026
Dorsey from Block and Botha from Sequoia published a new operating model for AI-native organizations. It looks like architecture, but it is really a strategy for not letting your roadmap become the limit on what your AI can do.