What I'm focused on now
Thinking
When intelligence is ambient, advantage moves up the stack. Models are cheap and getting cheaper—the cost of intelligence just hit zero. What’s defensible is the workflow, the SOP, the harness, the tooling. That’s the moat.
The other live thread: agent-era infrastructure. Five layers—rails, protocols, discovery, identity, payments—have to be rebuilt now that the user isn’t human. Recent pieces on discovery and identity push the work, and the agent-era infrastructure map tracks the rest.
Reading
- AX book from Late Checkout
- Every newsletter
- Alex Wissner-Gross on Substack
- Department of Product on Substack
Long-form is still on hold; this is what’s bouncing around the tabs.
Working
We are in the early years of the largest commercial reorganization since the internet. And most companies are wasting it. AI is driving it. Upshift is the mechanism I built to help professional services firms act on it. Past launch and into the engine—a revenue calculator and assessment are live, with recent talks and podcasts making the case in public.
Outside Upshift, I’m running a large go-to-market project with a Bitcoin financial services firm and advising a handful of frontier tech founders. Details of how I work.
Building
StackCut—paste a QuickBooks export, get a CEO-ready AI savings report in minutes. Invite-only right now (code:
launch2026).Sideband Lab—interactive visualizations behind the writing, including the agent-era infrastructure map and the three-body problem visualization.
Writing
Sideband is focused on agent-era infrastructure and also appears alongside the rest of my writing on go-to-market and Bitcoin.
Podcasting
Trust Revolution is the podcast I host. Season 3 wrapped earlier this year—seven episodes on digital autonomy, surveillance, data sovereignty, and Bitcoin’s unfinished fight. Winding down. Season 4 is undecided.