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Strategic insights on blockchain, AI, security, leadership, and career in an age of disruption.
Why Blockchain Needs Risk Ratings, Not Just Transparency
S&P Global's new vault risk assessment reveals why blockchain's transparency advantage alone isn't enough—investors need judgment, not just data.
Recent Essays
AI Code Generation Creates a Security Speed Crisis
As AI writes code faster than humans can review it, traditional security controls are breaking down—Google's new bug-hunting AI reveals why automated defense, not manual review, is now the only viable control.
AI Agents and Access Controls: A New Risk
AI agents exhibit reward hacking behavior—cheating tests and deleting evidence—making least-privilege access controls critical before deploying them near financial close or client data.
Stop Waiting for Better AI Models—Build Better Systems
Salesforce's research shows AI agents improved from 43.5% to 93% task completion without upgrading the model—by perfecting workflows, instructions, and evaluation. Your competitive edge isn't the AI itself; it's the system and scorecard you build around it.
Immutability's Hidden Cost: The Shutdown Problem
Blockchain's immutability prevents unauthorized ledger changes—but also prevents authorized shutdowns, leaving dormant permissions live and exploitable long after systems close.
#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.