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Strategic insights on blockchain, AI, security, leadership, and career in an age of disruption.
When AI Discovery Outpaces Release Cycles
Microsoft's Exchange update delay reveals a critical bottleneck: AI-powered security testing now finds vulnerabilities faster than governance can approve fixes, forcing enterprises to rethink their change management processes.
Recent Essays
AI Workers and the Future of Senior Knowledge Work
OpenAI's Presence shifts AI from a tool you build on to a governed worker that handles senior tasks like claims and billing disputes, forcing leaders to rethink where expertise actually lives.
Permissioned Blockchain: Why Incumbents Win
Permissioned blockchains aren't crypto adoption—they're how incumbents keep control. Swift's 17-bank network proves gatekeepers choose the tech that keeps them in charge.
Bot Auth Is The New SPF: Prepare Your AI Agents
Web crawlers now need verified identity like email senders. Learn why bot authentication matters for your AI agents and enterprise reputation.
AI Won't Beat Your Best Analyst—But It Will Hollow Out Your Org
AI disruption in finance isn't about outperforming top talent—it's about compressing analytical work layers. Learn where the real org chart repricing happens.
#subscription economics
3 posts
Why Subscriptions Are About to Collapse
Subscriptions emerged as a workaround for broken payment infrastructure and human decision fatigue. As stablecoins and AI agents eliminate both constraints, the bundle economy faces fundamental disruption.
Why Per-Seat Pricing Is Becoming Obsolete
Stablecoins and AI agents are eliminating the infrastructure and cognitive bottlenecks that made subscription pricing necessary. The shift to granular, agent-driven purchasing is inevitable.
Why Subscriptions Are Dying: The Payment Problem
Spotify and SaaS exist because payment rails couldn't handle micropayments and humans faced decision fatigue. As stablecoins and AI remove these constraints, the subscription model faces obsolescence.