AI
Software Is Dead, Long Live Software
AI is collapsing feature costs, not eliminating software. Munger, Thompson, Evans, Thiel, and Coase all point to the same conclusion: workflow ownership still wins.
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Builder & Investor
Harrison Stoneham
Writing
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investing
The Speed of Forgetting
The biggest companies will capture AI's value. But what happens to the people inside them? History suggests they get displaced faster than they expect.
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investing
The Biggest Companies Always Win (Until They Don't)
Why AI benefits incumbents with distribution, and what Rockefeller teaches us about capturing value in transformative eras.
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