Writing for people who ship the stack.

Retrieval, agents, the economics of GenAI, and notes from the field: the worldview in long form. Filter by series to find your way in.

Thesis

The stack is the product.

The anchor essay. Why assembled GenAI stacks stall below the bar, why no vendor in the stack is positioned to fix them, and the end-to-end loop that is: evaluate, fine-tune, and own every layer against your number.

Read the anchor essay 11 min read · Aug 2026