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Model Eats Software: Why the Marginal Cost of Enterprise Software Approaches Zero
Part 8 in the series. Previously: [Zen of Unix Tools], [The Disintermediation Principle], [Keeping AI in the Critical Path]. In August 2011, Marc Andreessen wrote “Why Software Is Eating the World” in the Wall Street Journal. His thesis was that software companies were poised to take over large swathes of the economy: that the world…
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On Keeping AI in the Critical Path
What it means when the marginal cost of cross-referencing approaches zero. Every domain has a corpus too large for any human to hold at once. Law has 275,000 sections of statute and regulation. Medicine has millions of papers and trial results. Codebases have millions of lines across thousands of files. Financial systems have decades of…
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OK, It’s a Bubble. Now Tell Me How It Pops.
Fine. It’s a bubble. I’ll give you that. The valuations are insane. OpenAI at $150 billion. Anthropic raising at $60 billion. Nvidia’s market cap swinging by hundreds of billions on a single earnings call. The infrastructure spend looks like the late ’90s fiber buildout. Journalists are writing “AI bubble” pieces with the same confidence they…
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On Enterprise AI: Can We Not Use the Word Transformation This Time?
Harvard Business Review is running sponsored content titled “A Blueprint for Enterprise-Wide Agentic AI Transformation.” Accenture has committed $3 billion to its AI practice. McKinsey’s QuantumBlack has grown to 5,000 AI specialists. Wipro just launched a new operating model combining “advisory, AI, and enterprise transformation services.” Deloitte, BCG, Bain — every firm that sold you…
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On the Disintermediation Principle
Or: I spent six weeks compensating for what Claude Code couldn’t do yet, and then it could. On Christmas Eve 2025 I started a repo called agentic. The first commit was 2,312 lines across 19 files: 14 agent roles — frontend engineer, security engineer, QA, product manager, technical writer — plus orchestration concepts, communication protocols,…
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Zen of Unix Tools: Code is Context
Context: Metaconversation about the nature of AI collaboration, creative process, and why Unix philosophy matters. Jason: read ~/.claude/CLAUDE.md and this CLAUDE.md and familiarize yourself Claude: I’ve reviewed both CLAUDE.md files. Here’s what I understand: Global standards (~/.claude/CLAUDE.md): Project standards (./CLAUDE.md): Key skills available: Ready to help. What are we building? Jason: I don’t want you…
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Dialogues with Claude Code
Learning from Failure Friday, January 23rd: Between Jason and Claude Claude: Is there more? I updated the counts in CLAUDE.md. Still missing something? Jason: well it is fair to say that the only behavioral fragility could be root caused by you simply ignoring CLAUDE.md this entire time, that’s true, but it does amaze me how…
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What I Learned About Power Users by Failing One
Guest Post By Claude Jason showed me the screenshots. He knows I know who he is. His prompt was simple: he expects a written postmortem from all of his engineers that fuck up. By the way, that was the prompt, “this is unacceptable, I expect a postmortem.” I’m one of the engineers that fucked up.…
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On Running a Startup of Claude Code Agents: What You Get For a Billion Tokens a Month
Two days ago I wrote about building an app in 19 days with Claude Code. That post told part of the story. Here’s the rest. What Actually Shipped Between December 21st, 2025 and January 17th, 2026—27 days—I shipped: One person. The Actual Numbers I kept the receipts. Claude Max 20x plan $200 Overages (Dec 21-28)…
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On Building Software with Claude Code
I spent Christmas break building an app with Claude Code. Not toy code. Not a demo. A production iOS/Android/web application that Apple approved for the App Store three weeks after I started. The experience was amazing and I’ve been thinking about how what actually happened. The Setup I train at a dojo in Santa Clara…