Newsletter - Aboard

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Can AI Companies Be Tamed?

Riffing on my recent New York Times Opinion piece

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Claude Design Just Wants You to Stop Burning Tokens

Are you ready for Zoho-ification?

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AI Destroys Moats

You can’t bet on beating LLMs, but your connection with people still matters most.

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Know Your Moat!

Businesses thrive on things like network effect and efficient scale. How are the AI companies stacking up?

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The Ghost Effect

Hope you like security warnings!

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