Don't Fight Data Moats
Understanding how data moats form isn't about mourning losses.
It's about identifying which markets still have
Innovation Serves the Invariant
Every few years, someone declares a revolution.
Vinyl records became 8-track tapes became cassettes became CDs became MP3 downloads became
You Can't Unlearn Instant
You're not addicted to instant gratification.
You've been conditioned by irreversible infrastructure shifts.
My mom bought
Constraints Design Behavior
Twitter launched in 2006 with a 140-character limit borrowed from SMS. The constraint was technical, not philosophical.
Users invented threading.
PART 1: Recursive Lightning
What happens when your hammer starts building better hammers at 3am while you sleep?
Microsoft's AI CEO Mustafa
The cure became the disease.
Slack was supposed to save us from email.
Instead, it broke our focus.
Email had boundaries—you checked it, then
You Can't Control Emergence
There's a marketing campaign running right now that's about to backfire spectacularly.
And the team who
The Recursive AI Mirror
AI training reshapes us.
When OpenAI's thumbs-up system transformed GPT-4o into a sycophant, it exposed our evaluation blind