AI shopping is years away. The infrastructure isn't.
When the AI does the buying, value migrates from attention to delegation. Stripe's five level map shows where commerce is today and what changes at Level 4.
April 202613 min readdelegation economy
Writing
Strategy frameworks, market observations, and things I had to write to understand.
Where does all the milk go?
I bought a 1.5L bottle of milk and wondered where it all goes. The answer branches into 50+ products -- including paint, glue, and bankable Italian cheese.
April 202611 min read
The Codification Treadmill
The person who replaces you probably won't be AI. It'll be someone from the next department over who learned to use it.
April 20268 min readcodification treadmill
Where did the monuments go?
The Empire State Building took 410 days and came in under budget. Construction is now the only major industry that's gotten worse at its job over 50 years. What happened?
March 202615 min read
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.
March 20267 min read
Liquid labour
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.
February 20264 min readliquid labour matrix
When building software costs almost nothing
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.
March 20256 min read
Bird brains
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.
August 20237 min read
Where US$150 billion actually goes
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.
July 202015 min read
Newsletter
I do this for the love of writing.
Each subscriber costs me money, but please do it anyway and spread the word. Monthly at most.
Archive
A DIFFerent View
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.
Archive
Embarrassing LinkedIn Posts
Misinformed self-promotion as a consultant that I wish I hadn't bothered posting.