Category: Business
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Pharma without Patents
Frontier AI has a patent cliff problem. It just doesn’t have the patent. Early in my career I was a McKinsey consultant serving pharmaceutical companies, and many projects sat in the shadow of the patent cliff:… Read more
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Your Gut Is a Value Function
Your gut isn’t mysticism—it’s a value function trained on real outcomes. Why AI decision making can’t replicate human intuition built over decades. Read more
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Strategy in the Age of Infinite Slop
AI generates infinite strategy options but can’t judge which survive reality. Why AI slop won’t replace human judgment in content strategy. Read more
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How AI Gets Paid Is How It Scales
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Healthcare AI economics depend on creating a labor dividend. AI business models must shift from billing human minutes to AI-driven outcomes. Read more
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When AI Meets Aggregation Theory in Healthcare
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Epic isn’t a true platform by Bill Gates’s test. Healthcare aggregation theory shows how AI could build the first real demand-side platform in care. Read more
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Don’t Believe the Hype — Medical Superintelligence Isn’t Here Yet
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Grok4 claims PhD-level medical performance but fails basic safety checks. Why medical AI hype outpaces reality and benchmarks reward fluency over judgment. Read more
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Fad or Trend?
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From tulip mania to pet rocks—how do you tell a fad from a trend? A framework for business strategy when everyone around you is all-in. Read more
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The Ricky Bobby School of Strategy
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If you ain’t first, you’re last captures winner-take-all strategy. In power-law markets, number 1 gets 90% of profits. Differentiation is everything. Read more