Thoughts on AI implementation, Solution-Outcome Fit, and making technology investments land.
A 9-billion-parameter open-source model now outperforms one 13 times its size — and runs on a laptop. Enterprise AI is splitting into two tiers: frontier models for complex reasoning, and efficient models for everything else. Most companies never made a deliberate choice between tiers. The ones that do will spend less and deploy smarter.
March 17, 2026 · 10 min read
56% of CEOs haven't seen revenue or cost benefits from AI in the last 12 months. Two-thirds report productivity gains. Both things are true — and the gap between them is where enterprise AI investments go to die.
March 3, 2026 · 7 min read
$285 billion in software stocks evaporated. Matt Shumer's essay hit 80 million views. The SaaSpocalypse narrative says AI is destroying everything. The reality is more nuanced — and the companies that treat this as reinvention rather than destruction will be the ones still standing.
February 17, 2026 · 8 min read
Most enterprise AI initiatives fail not because the technology is wrong, but because nobody validated whether the solution fits the business outcome. Introducing Solution-Outcome Fit — the discipline that separates AI investments that land from those that burn.
February 17, 2026 · 8 min read