Alex Honnold and the Memory of the Mountain
Yesterday, I watched Alex Honnold perform what looks like a miracle, but to him feels routine. I was, strangely, reminded
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SaaS Segmentation Is Killing AI-First Companies
Many AI companies showing 120%+ NRR today won’t keep it. They’re using SaaS-era segmentation for an AI
Competing on Customer Value, Not Model Strength
Perplexity just showed how to run trillion-parameter models on standard cloud infrastructure. The bigger story? Model access is normalizing.
Product Isn't the Moat. Capability Is.
AI-native orgs that endure over the next 3-5 years will rally around an important truth: The product isn’
Cassie Young Says Tech is on the Brink of a Retention Apocalypse. She's Right.
I've said to anyone who will listen that post-sale has taken on unprecedented importance in AI-native
Customer Returns Are Shareholder Returns
The most durable technology companies understand they’re selling customer experience, not software. The AI-first companies that make it
The Secret to Successful AI Deployment is Distinctly Human
Successful AI deployment isn’t a technical problem. It’s an emotional one. The wave of failed enterprise AI projects