Writing · short theses
Three notes on agents, markets, and product economics.
Intentionally short: how I think about AI product economics, autonomy, and infrastructure. Longer writing will go to Substack.
Continue01 · AI product economics
How much intelligence is this user action worth?
Routing intelligence is a unit-economics decision.
Read the thesis
02 · Agent controls
Autonomy is a product decision, not a model capability.
Evidence, reversibility, and control determine where an agent should be allowed to act.
See the approach
03 · Fintech × AI
The hardest AI products are often infrastructure products.
Data quality, APIs, entitlements, and workflow design decide whether the model actually ships.
See the work
Notes in progress. Follow on Substack (opens in a new tab)
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