Mar 2026·essay 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 2026·note 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 2026·note 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 2026·note 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 2026·note 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.
Feb 2026·note AI changed what a product is AI agents and open protocols broke the assumption that products have edges, with consequences for positioning, pricing, and competitive dynamics.
Jan 2026·essay Revenue isn't a sales problem When revenue stalls, sales gets blamed because it's visible and measurable. The actual constraint usually lives upstream.