Who owns the network?
The real competitive advantage in agentic AI won't go to those controlling customer interfaces -- it will go to whoever controls the supply networks AI agents depend on.
Strategy frameworks, market observations, and things I had to write to understand.
The real competitive advantage in agentic AI won't go to those controlling customer interfaces -- it will go to whoever controls the supply networks AI agents depend on.
Organisations won't choose between AI and humans. The winners will run a rigid core of experienced staff alongside a fluid swarm of AI and specialist agents -- at the same time.
Vibe coding is reducing the cost to build software. Agentic AI is changing who interfaces with it. Both trends are quietly restructuring how businesses compete.
A kea parrot in New Zealand learned to drag traffic cones onto a highway so cars would stop and humans would feed it. That sent me down a rabbit hole on how we actually measure bird intelligence.
Gaming generates over $150 billion per year -- bigger than music and box office combined. Here's my simplified map of every actor in the lifecycle of a single game.
History is full of technologies that launched too soon. Pokémon Go had the same problem -- and solved it with branding, timing, and marketing that were almost perfectly aligned.
Why do we keep paying for free games? Two psychological principles -- the endowment effect and ego depletion -- explain more than most developers will admit.
Newsletter
Occasional thoughts, delivered.
Less than weekly. No noise — just the things I think are worth sharing.
I started writing about League of Legends at university because I couldn't stop thinking about it. Mathcrafting, item analysis, game theory — eventually that turned into C5 Network. This is a selection of posts from that era — at its most popular, each article would get around 120–190k views.
Misinformed self-promotion as a consultant that I wish I hadn't bothered posting.