September 2026Essay
The labs are slowing down. We should talk about what speeds up.
The frontier labs just told the market that capability has outrun verification — the problem regulated finance has been organized around for a century. Why the binding constraint on AI adoption in finance is governance, not capability, and what the trust layer underneath it looks like.
July 2026Field note
How Blockdaemon Is Rewiring the Company for AI
How our operating system now looks. Intelligence as infrastructure, not a novelty layer — why we co-developed konstant.cloud as a coordination layer, why memory beats prompts, and why the internal rewiring and Blockdaemon AI are the same story told at two levels.
June 2026Essay
Most AI Apps Are Just Workflow Taxes
Why the next enterprise winners will remove broken workflows instead of monetizing them. The difference between an operating layer and an expensive convenience overlay.
June 2026Playbook
If AI has not changed the workflow, it has changed nothing
Most AI programs don't transform the business — they decorate dysfunction. A workflow-first model for where AI rewiring actually has to start: the work, not the model.
June 2026Essay
Business process re-engineering took 180 days. AI can rewire a company in 30.
The original reengineering instinct was right. The cycle time was fatal. AI changes that — but only if the company makes its work legible. A 30-day model for AI-enabled business process rewiring.
May 2026Essay
REWIRE: don't automate the mess
A six-step framework for making a real company AI-first. Most enterprise AI is theater layered on fragmented systems. The fix isn't another tool — it's redesigning the company first.
May 2026Essay
One throat to choke
What institutional buyers really want — and why the question that wins enterprise deals is the same question an AI system needs answered: who owns the outcome, what changed, what is at risk. The institutional test and the machine-readability test are the same test.
May 2026Field note
What 239% user growth actually means
Inside Blockdaemon's AI adoption curve. The numbers behind a real enterprise transformation — what drove the inflection, what stalled, and why the metrics most companies report are the wrong ones.