Scott Fearon shorted 200+ companies from Silicon Valley. His six failure modes, from learning only from the recent past to falling victim to mania, are amplified by the AI shift.
When I asked Claude Cowork to read my tools folder, it learned how I work in eleven steps. That moment revealed something about where computing is headed.
![Eleven Steps to the Epiphany[^1]](https://res.cloudinary.com/dzawgnnlr/image/upload/w8txbopuyfkpsbw6rwka)
Salesforce, Datadog & Epic are locking down APIs. AI accelerates development, enabling incumbents to compete with partners. Platform businesses minted billions, but that ground is shifting. Here's the offensive response.
The competitive edge has shifted from adopting software to mastering how it's used. Trajectory data, the path users take through tools, is becoming the new moat for AI products.
Why the future of AI interfaces looks like the past of computing. A comparison of the command line era to today's prompt engineering challenges & the return of the GUI.
AI agents are revolutionizing productivity by transforming traditional to-do lists into 'done lists' of completed work awaiting approval. Learn how the disappearing middle of work changes everything about planning & productivity.
Meta's $2.5B Manus acquisition reveals a new AI valuation metric. Analysis of 6 companies shows gross profit per token correlates with value, not raw volume.
Scoring the 2025 technology & venture capital predictions. A review of the IPO market, Google's AI surge, voice interfaces, VC investment levels, & data infrastructure consolidation.
Scoring the 2025 technology & venture capital predictions. A review of the IPO market, Google's AI surge, voice interfaces, VC investment levels, & data infrastructure consolidation.
12 predictions for 2026 : AI agents out-earn people, the web flips to agent-first design, stablecoins hit 30% of global payments, & Cloudflare becomes the gatekeeper for agentic payments.
