Industry &amp; Markets

Physical AI Is Leaving the Browser

Digital agents were the first act. Physical AI is the next product frontier: robots, sensors, factories, vehicles, and supply chains.

28 May9 min read

The Next Industry to Get Product Management Is Yours

Product management is escaping tech. HVAC companies, PE portfolios, regional banks, and schools are about to hire their first PM. The discipline is leaving.

15 May15 min read

Agents Are the Heaviest SaaS Users You'll Ever Onboard

Every useful agent becomes a power user of the SaaS underneath it. Install base explodes, API calls multiply, workflow gets more essential, not less.

27 Apr10 min read

SaaS Isn't Dead. Hollow SaaS Is.

AI won't kill all SaaS. It will kill hollow SaaS. The distinction between workflow-embedded platforms and CRUD apps will determine who survives.

30 Mar6 min read

The Search Box Is Dead: How AI Will Eat the Property Portal

The traditional property portal is a database wrapper that shifts the cognitive load entirely onto the buyer. AI is about to collapse that model completely.

13 Mar6 min read

One Production Platform, One Cross-Vertical Test

What OpenChair's production platform and the OpenTradie prototype taught me about reusable infrastructure, domain depth and AI-native product strategy.

4 Mar9 min read

Voice Agent Playbook: What Production Would Require

What I learned from prototyping voice reception for service businesses, and the latency, authority and handoff work required before production.

26 Jan10 min read

The Cartel Problem: Why AI Stalls at the Industry Gate

AI's biggest obstacles are not technical. They are structural: professional guilds, regulatory capture, procurement inertia, and incumbents profiting from it.

23 Jan10 min read

The Data Moat Illusion: Why Incumbent Proptech Companies Are Vulnerable

For decades, companies like CoreLogic built massive moats by accumulating proprietary structured property data. Visual intelligence just evaporated that advantage.

14 Jan6 min read

Google's Real Estate Listings: Why Aggregators Should Worry

Google is testing native property listings in search. AI broke the constraint that stopped them in 2011. The aggregator model dies when the user is an agent.

12 Dec8 min read