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Writing

Writing

Chronological essays, updates, and market analysis.

This is the journal: the place for strategic writing, team updates, and longer analysis that sits closest to the business.

EssaysUpdatesMarket analysis
MonthlyStrategic essay

The economics of orchestration

Long-form arguments about commercialization, systems, and the AI stack.

WeeklyTeam update

What we’re shipping

Short notes on what’s changing, what we learned, and what comes next.

ReferenceMarket analysis

Signals from the technical and commercial edge

Observations on the shifts shaping the market and the architecture choices underneath them.