Writing

Notes from the frontier.

Essays on what it actually takes to turn AI capability into operating leverage — written for operators, GPs, and the companies moving fast enough to use what is already here.

EssayJune 2026 · 18 min read
The Absorption Gap
Capability is everywhere; value is not. The scarce skill in this phase is not access to AI — it is the ability to absorb it into the work faster than the frontier moves.
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Notes from the frontier.

The Absorption Gap