Blog
Notes on AI, custom systems, and the shifting economics of enterprise software.
Strategy ·
If a Prompt Can Replace Your Product, You Don't Have a Product
Wrapper products — apps that pipe a few custom prompts into a commercial LLM — are arbitrage, not businesses. The moat test sorts winners from the next round of writedowns.
AIWrapper ProductsMoatsCustom ModelsProduct Strategy
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Strategy ·
SaaS Is Dead. Build the System Your Business Actually Runs On.
NetSuite and Salesforce sell you compromises wearing a logo. With modern AI tooling, building the ERP or CRM your business actually needs is cheaper, faster, and finally the obvious move.
ERPCRMCustom SoftwareSaaSAI
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