Blog
Thinking in public
On AI agents, agentic commerce, decentralized systems, and the strategic decisions behind building at the edge of new technology.
The Iceberg Theory of AI Commerce
Why the chatbot is not the product, and why the invisible 90% of intelligence infrastructure determines who wins in agentic commerce.
The Technological Singularity: A Future We Must Understand, Not Fear
What the singularity actually means, why the conversation is no longer theoretical, and five principles for approaching a world of accelerating intelligence.
Your Margin Is Your Metadata
Why unindexed product data is the real margin killer in commerce, and what the shift to agentic commerce means for retailers who can't describe what they sell.
Agent-Market Fit: How the Hierarchy of Value Is Changing in E-Commerce
Why Product-Market Fit is losing relevance in the age of AI agents, and what Agent-Market Fit means for retailers who want to survive.
World Models: The Architecture That Will Define the Next Decade of AI
Why LLMs alone will plateau, and how world models unlock the predictive reasoning that AI agents need to plan, act, and learn.
Generative Engine Optimization: The Next Frontier in Discoverability
How GEO is replacing traditional SEO as the framework for brand visibility in a world where AI agents mediate discovery and decisions.
The Semantic Gap: Why Returns Are a Failure of Architecture, Not Logistics
Why product returns are a data problem, not a shipping problem, and how Knowledge Graphs and agent-to-agent infrastructure can prevent the mismatch before it happens.