Strategist and operator. I write The Signal Chain, a weekly read on AI, strategy, and what's actually moving business. Noise in. Signal out.
Dispatch
07/06/2026 - 07/12/2026 The Open The US lost to Belgium on Monday. 4-1. The run ended the way these runs tend to, one great free kick and then a lot of watching. More on that at the bottom, where it belongs because they did not do
Memos
What everyone will be selling once the model is a utility, and why the people who were right about pricing have been right the whole time. When time and materials go to zero, what will you actually be selling? I have been asking some version of that question for years.
Dispatch
06/29/2026 - 07/05/2026 The Open I hope your Fourth was exactly what you wanted. Whatever that may be. And in honor of the Fourth and a reminder, the kids may be alright. Check this out. I watched the US play Bosnia Wednesday night and spent an embarrassing
Dispatch
06/22/26 - 06/28/26 The Open A neighbor lost it on Nextdoor this week. All caps: "OUR WORST NIGHTMARE: DATA CENTERS," followed by a warning about astronomical water use and noise loud enough to wreck a home. Sincere, a little unhinged, not anywhere near us, but
Memos
[Originally written in April 2026] Gallup's 2026 report says managers are the key to AI adoption. It also says managers are the most burnt-out layer in the building. Both are true. That's the whole problem. Everyone quoted the wrong half The 2026 Gallup State of
Memos
[Written in February of 2026. Still holds] I've learned to read the synchronization. When the same idea shows up everywhere at once, same week, same framing, same slightly-too-clean phrasing, it means I missed the origin. A podcast I don't listen to. A headline I
Memos
I'll say this now and remind you again later. You can do anyone's job now. That's exactly why you shouldn't. Everyone's having the same week. A designer opens Claude Code and ships working software. A developer opens Figma Make and
Dispatch
06/15/2026 - 06/21/2026 The Open First, a disclaimer: because this issue got a little ball-happy, Signal Chain is not a soccer newsletter. I regret nothing. Now the actual thread. I want to be clear up front, I love a prototype. More than the next person. Prototypes
Memos
The koala is a masterpiece of specialization. It eats one thing, eucalyptus, and has evolved a gut, a metabolism, and a temperament tuned to extract a life force from leaves that would poison almost anything else. It is exquisitely, perfectly adapted. Which is exactly why it’s in trouble. Change
Memos
We spent months on it. A team of strategists, designers, and technologists. Cultural immersion. Stakeholder interviews. A competitive landscape mapped down to the seams. Qualitative research, then validation on top of it. A stack of concepts for the future of connected cars and mobility, generated, pressure-tested, and narrowed to
Dispatch
06/08/2026 - 06/14/2026 The Open Two numbers from this week, side by side. One: a man became the first trillionaire in recorded history, on paper, on a Friday, on a company that lost $4.3 billion last quarter. Two: a painter who spent sixty years turning swimming