Notes from the operator seat.
Essays on the operating model behind Gigaverse — what worked, what I got wrong, and the systems underneath. Free to read, no email wall.
The operator's stack
The frontier everyone points at is the one-person billion-dollar company. I'm building the thing next to it: one senior team running a portfolio of companies on shared machinery and a lot of agents.
The unglamorous wedge
Everyone is building a horizontal copilot. The durable money is going into boring verticals nobody names at a dinner party — like a dental front desk that quietly misses one in three new-patient calls.
The services-as-software land grab
AWS put $1B into forward-deployed engineering and Microsoft $2.5B in five weeks. When the hyperscalers move into your thesis, did the door close — or did they just prove the room is worth entering?
Software factories
Three engineers, a million lines, no hand-written code. What the agentic software factory actually is, which claims the evidence supports, and where it quietly breaks.
Your next customer is an agent
In one holiday season, AI-referred retail traffic jumped nearly 700% and the checkout button moved off the store into the chat. When the buyer is an agent, your catalogue — not your storefront — is the product.
What survives production
95% of enterprise AI pilots show no measurable P&L, and Gartner expects 40%+ of agent projects scrapped by 2027. Almost none of it is a model problem — it's a loop problem, and the loop is buildable.
Loop engineering
Agent capability has doubled roughly every seven months for six years. Reliability has not kept pace. The discipline that closes the gap is the loop you build around the model.
Building from Dhaka
Almost everything written about building AI-native companies assumes a San Francisco zip code. Why building a studio from Bangladesh — with a hub in Wyoming — is an advantage in the agent era, not an apology.
Selling outcomes, not hours
When agents do the work, both the seat and the billable hour stop making sense. How an AI-native firm actually prices — and why every step toward outcome pricing moves risk onto your own balance sheet.
Services become software
The $200B SaaS pool was never the prize. What a year of building into the $4.6T services market taught the market — and why implementation became the moat.
The AI Operator
Every essay goes out to the list first. A dispatch on building AI-native companies, from inside Gigaverse.