Writing

Ideas worked through in public.

In my own voice, not JALCO's: notes on company-building, putting AI to work, and the judgement calls that come with both. Written as I think them through, not after the fact.

Featured · The AI shift

Tokenmaxing is dead. The gap now is agreement, not access.

Everyone has the tools. Almost nobody has agreed what they're actually for. Here's what I keep seeing inside real businesses — and what closes the gap.

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Company-building

The hamster wheel and the flywheel are the same machine — pointed differently.

Judgement

Sitting in the ambiguity is the work, not the delay before it.

The AI shift

AI stopped being an engineering initiative the moment finance started asking for it.

Operating notes

What you sell changes what you build. Stop running them in separate lanes.

Company-building

Embedded beats advisory for the same reason cooking beats reading recipes.

Judgement

Most "strategy problems" are just decisions nobody has been given time to make.

The AI shift

Access to the tools was never the moat. Changed behaviour is.

Operating notes

The most recent engagement is never the whole story — and neither is the last quarter.

Company-building

Real, lasting ROI is boring on purpose: it compounds where the spotlight isn't.