Writing

Engineering, product thinking, and building things that matter.

14 posts · 95 min total reading

Article·2026-04-19·15 min read

The Database Always Wins: Why SAP and Oracle Are the Most Underappreciated Players in the Enterprise AI War

Everyone is watching Salesforce vs. ServiceNow fight to become the enterprise AI operating system. They're both playing the wrong game — and the ERP incumbents have been quietly winning it the whole time.

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The Database Always

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CoreWeave’s new business model: selling future GPU utilization as a bankable contract, not a cloud SKU

CoreWeave’s maneuver (2025–2026) is not “GPU cloud, but faster.” It is the deliberate conversion of an operationally fragile asset—rapidly depreciatin...

StrategyBusiness

2026-03-31T13:31:52.172Z

6 min read

Article

One Truck, One Neighborhood

The most dangerous moment in a great company’s life is not failure. It’s tradition. When the world changes, you can’t negotiate with math. You can’t c...

StrategyBusiness

2026-03-30T13:32:06.184Z

7 min read

Article

Palantir’s AIP Bootcamps + Developer Tier: turning “installation risk” into a purchasable, time-boxed artifact

Palantir’s most interesting maneuver in the last 18 months is not a model release. It is a distribution invention: **they productized “trust acquisiti...

StrategyBusiness

2026-03-29T13:31:44.066Z

5 min read

Article

The Day Marvel Stopped Asking for Permission

Marvel didn’t lose because it lacked imagination. Marvel lost because it tried to be everything *except* the one thing it owned. And when the world fi...

StrategyBusiness

2026-03-28T13:31:57.474Z

7 min read

Article

Applied Digital’s AI‑Factory Landlord Maneuver: Turning Hyperscaler Urgency into Bankable MW Leases (and Treating Fit‑Out as a Financial Product)

### The maneuver isn’t “build data centers”; it’s “manufacture financeability” Applied Digital’s recent move is a deliberate retreat from being a GPU ...

StrategyBusiness

2026-03-27T13:32:19.149Z

6 min read

Article

The Beautiful Exit: When a Company Stops Building a Castle and Starts Building a Heartbeat

You don’t die when people stop loving you. You die when your costs keep breathing after your demand stops. That’s the quiet assassin. Not competition....

StrategyBusiness

2026-03-26T13:31:46.369Z

6 min read

Article

Cerebras’ pay‑per‑token maneuver: selling throughput as the scarce good (not “a model”) on wafer‑scale inference

Cerebras’ last-18-month maneuver is not “another inference API.” It is a market redesign: take wafer-scale inference—where the technical advantage exp...

StrategyBusiness

2026-03-25T13:31:45.174Z

5 min read

Article

The Courage to Cut: Intel and the Discipline of the Foundry

They didn’t lose because they stopped trying. They lost because they tried to do everything. A company can survive a bad quarter. It can survive a bad...

StrategyBusiness

2026-03-24T13:32:05.838Z

7 min read

Article

Crusoe’s “energy-first” pivot: turning flare-gas compute into an AI datacenter financing instrument

Crusoe’s maneuver wasn’t “pivot from crypto to AI” in the superficial sense. It was a deliberate divestiture of the *business model that made its powe...

StrategyBusiness

2026-03-23T13:31:55.896Z

6 min read

Article

Cloudflare’s Pay‑Per‑Crawl: making “agent traffic” a settlement layer, not a DDoS bill

### The maneuver: convert crawling from “free demand” into priced demand Cloudflare is attempting something unusually ambitious: taking AI crawler act...

StrategyBusiness

2026-03-21T13:31:31.411Z

5 min read

Article

The Day a Company Refused to Be Owned

There’s a moment every honest company meets. It looks in the mirror and sees the thing it never wanted to become. A machine that must sell more, forev...

StrategyBusiness

2026-03-20T13:32:32.444Z

8 min read

Article

Applied Digital’s “utilization ladder”: turning GPU time into contract-duration tranches (Reserved, Burst, Marketplace) to underwrite power-backed AI capacity

Applied Digital is not trying to “win cloud.” It is trying to **manufacture a sellable shape of utilization**—and then sell each slice at the contract...

StrategyBusiness

2026-03-19T13:32:02.512Z

6 min read

Article

Intercom’s $0.99 “Outcome” as a Financial Primitive: Turning LLM Inference Volatility into a Tradable Unit of Customer Support

Intercom’s maneuver is not “add AI to helpdesk pricing.” It is the creation of a new billable primitive—**the Outcome**—that deliberately refuses to t...

StrategyBusiness

2026-03-17T13:31:38.685Z

6 min read

Article

Writing

The Database Always Wins: Why SAP and Oracle Are the Most Underappreciated Players in the Enterprise AI War

CoreWeave’s new business model: selling *future GPU utilization* as a bankable contract, not a cloud SKU

One Truck, One Neighborhood

Palantir’s AIP Bootcamps + Developer Tier: turning “installation risk” into a purchasable, time-boxed artifact

The Day Marvel Stopped Asking for Permission

Applied Digital’s AI‑Factory Landlord Maneuver: Turning Hyperscaler Urgency into Bankable MW Leases (and Treating Fit‑Out as a Financial Product)

The Beautiful Exit: When a Company Stops Building a Castle and Starts Building a Heartbeat

Cerebras’ pay‑per‑token maneuver: selling *throughput as the scarce good* (not “a model”) on wafer‑scale inference

The Courage to Cut: Intel and the Discipline of the Foundry

Crusoe’s “energy-first” pivot: turning flare-gas compute into an AI datacenter financing instrument

Cloudflare’s Pay‑Per‑Crawl: making “agent traffic” a settlement layer, not a DDoS bill

The Day a Company Refused to Be Owned

Applied Digital’s “utilization ladder”: turning GPU time into contract-duration tranches (Reserved, Burst, Marketplace) to underwrite power-backed AI capacity

Intercom’s $0.99 “Outcome” as a Financial Primitive: Turning LLM Inference Volatility into a Tradable Unit of Customer Support

CoreWeave’s new business model: selling future GPU utilization as a bankable contract, not a cloud SKU

Cerebras’ pay‑per‑token maneuver: selling throughput as the scarce good (not “a model”) on wafer‑scale inference