I am exploring the space between why and why not.
Investing Sep 30, 2026
George Noble calls it the most dangerous deal of his 45-year career. I read him regularly and I think he is wrong here. The evidence rests on a document nobody can open, and what can be checked cuts both ways.
IT Sep 29, 2026
Conway observed that systems copy the communication structure of the organisation that builds them. The corollary is that when you draw team boundaries, you are choosing an architecture.
AI Sep 1, 2026
Eisman says SaaS is in trouble. SAP's CEO says the moat holds. Bessemer says the moat is gone. They are all right — they are looking at different moats. The Jevons paradox decides who wins.
IT Aug 26, 2026
These tools are so easy to start with that rollouts become procurement exercises — buy the seats, hand them out, wait for productivity. The research says what happens next. A few weeks of planning avoids it.
AI Jun 5, 2026
Everyone pastes their CV and a job description into AI and gets a polished, forgettable result. A career does not fit on two pages — so build an encyclopedia, let AI grill you for each role, and watch the CV improve.
AI Apr 18, 2026
Opus 4.7 launched, the internet exploded, and everyone missed the real story. The sycophancy problem, the compute crunch, and why the price of coding agents is about to go dramatically up.
AI Apr 14, 2026
The buy-vs-build line is moving again, AI coding is the landmark, and prompts are starting to replace code the same way C replaced Assembly.
Investing Dec 31, 2025
Regulation is the easy answer. The real gap between Europe and the U.S. on innovation is cultural — risk aversion, stigma around failure, and the capital that follows.
AI Nov 15, 2025
AI is redrawing two old lines — "make or buy" and "software vs hardware." Software is getting faster to build; hardware is becoming strategic again.
Investing Oct 19, 2025
Warren Buffett reminds us that most investing mistakes are behavioral, not technical. The winners stay simple, disciplined, and patient.
Free Thinking Oct 17, 2025
Why I am starting this blog — what it is, what it isn't, and what I hope to do with it.
Movies Oct 15, 2014
After watching the whole season 1 of True Detective in the past 48 hours I can't find better words than "The best TV series of all time."
Free Thinking Nov 30, 2013
Maybe it's because I was a teen in the 80's; but I do miss the 80s so much. I miss the feeling the future is ahead.
Free Thinking Oct 5, 2013
"The only way to do great work is to love what you do. If you haven't found it yet, keep looking. Don't settle." -- Steve Jobs
Free Thinking Sep 27, 2013
Larry Ellison didn't win the America's Cup, he bought it. I feel for you Emirates Team New Zealand.
Investing Sep 19, 2013
One could write an encyclopedia with the good reasons why it's stupid to start-up a company in Italy.
IT Sep 13, 2013
In the summer of 2007 MIT graduate Drew Houston applied for funding at YCombinator, he had an idea of a file storage application he had named Dropbox.
Free Thinking Aug 14, 2013
I started a new life, and I told nobody. I left consulting business last March and launched my own e-commerce company.
Free Thinking Feb 22, 2012
Every company should invest in comedy to be successful in its business! Nothing is better than a little humor to help your business.
Movies Feb 4, 2012
John Ford fighting Cecil B. DeMille and taking defense of Mankiewicz during the dark days of McCarthyism in Hollywood.
Free Thinking Jan 16, 2012
"You jump off a cliff and you assemble an airplane on the way down." -- Reid Hoffman, founder of LinkedIn.
Free Thinking Aug 16, 2007
Launching something great that's a little smaller in scope than planned is better than launching something mediocre. A book by 37signals.
