Points of View

Subscribe to get essays in your inbox.

June 2026

9 Billion Tokens Later

I shipped a year of planned dev work with Claude Code for under $600. Here's why that price is a subsidy — and why you should build durable assets now.

April 2026

SaaSpocalypse vs. SaaSquatch

Wall Street erased $2 trillion of software market cap on AI fear. The fundamentals say otherwise. The smart money is buying.

April 2026

You Bought a Company from a Boomer. Now What?

There's an entire industry built around getting you to the closing table. Almost nobody is talking about what happens next.

March 2026

The Most Important Ideal Customer Profile That You're Ignoring

AI agents are making sales pitches on your behalf — and you've never tried to sell them on why you're the best fit.