Blog

Thinking in public

On AI agents, agentic commerce, decentralized systems, and the decisions behind building at the edge of new technology.

AI InfrastructureAI GovernanceAgentic CommerceProtocol InfrastructureAI AgentsGenerative Engine OptimizationE-CommerceTechnology Paradigms
The Machine Under My Desk
AI InfrastructureJul 20264 min

The Machine Under My Desk

A gaming PC took over work I used to send to an API, not because the local model is better, but because compute has become a priced material and routing beats picking the best model.

Model Risk Management Already Solved AI Governance
AI GovernanceJun 20265 min

Model Risk Management Already Solved AI Governance

The EU just pushed back the AI Act's high-risk deadline because the governance tooling doesn't exist yet. Banking already built it, under a different name, over a decade of regulatory pressure.

The Iceberg Theory of AI Commerce
Protocol InfrastructureMay 20265 min

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
Technology ParadigmsApr 20264 min

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
Agentic CommerceFeb 20266 min

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
AI AgentsJan 20262 min

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
AI InfrastructureNov 20256 min

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
Generative Engine OptimizationOct 20256 min

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
E-CommerceSep 20254 min

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.