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Notes on operating digital businesses
This blog contains written notes on structure, systems, and long-term operation of software-driven businesses. Entries are not published on a schedule and are not written for reach or engagement. Each post exists to clarify thinking, document decisions, or explain operating logic.
Why Companies of One Will Stay
AI didn't just let one person produce more. It let coherence scale, and coherence compounds. That's the durable advantage.
The Unbundling Stops at One
Bret Taylor says the atomic unit of AI productivity is a process, not a person. That's right for productivity. It's wrong for companies. Here's where the unbundling actually stops.
What I Don't Outsource to AI
Karpathy says agents should do everything except your job. For engineers, that works. For founders, it's a category error — and the cost shows up months later, when your instincts have gone agent-shaped.
Why I'm Not Raising
Saying no to VC isn't romance or fear. For coherence-first companies, capital must become hiring — and hiring destroys exactly what makes the company work. Here's the math.
Three SaaS Models, Compared
VC, Bootstrap, Solo + AI — three structurally different ways to build the same SaaS company. Each is internally consistent. The mistake is mixing them.
The Art of Sequence
For a solo founder running on AI leverage, sequencing is the highest-leverage skill there is. Goldratt, Bezos, and Graham, applied to the question solo founders face every Monday: what to do next.
Running on Triage
AI did not solve the solo founder problem. It moved the bottleneck from code output to attention. What triage as operating discipline looks like.
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