Writing

Essays and notes on the commercial side of AI, Bitcoin, and frontier technology.

Mar 2026essay Agents need computers, not compute AI agents need persistent environments, not ephemeral compute. The cloud abstracted away the machine—agents are buying it back.

Mar 2026essay Agent-era infrastructure Every layer of internet infrastructure assumed a human user. Agents break that assumption across compute, discovery, identity, and payments.

Mar 2026essay Agent payments have a three-body problem Visa, Mastercard, and PayPal shipped agent payment products. Read the fine print and it's the same system with an agent-shaped UI. The real battle is political.

Feb 2026note Nothing enforces your agent's rules Agent skills carry rules with no enforcement underneath. The skill layer is a trust layer—you write the instructions, the model reads them, and you hope.

Feb 2026note I know Kung Fu A SKILL.md file turns an agent into a specialist instantly---no training run, no fine-tuning. Skills are distribution channels, and the authors are the new buyers.

Feb 2026note Nobody knows how to price for agents The SaaS debate isn't proprietary AI vs. open. It's that neither path offers a pricing model that works.

Feb 2026note SOUL.md and MEMORY.md are the new hearts and minds Agent-driven discovery replaces ad-driven attention. Products must be legible to SOUL.md and memorable to MEMORY.md—you can't buy placement in either file.