Technology

Cover: The Metered Moat, network effects still win but the meter is running
Cover: The Elasticity Line, where AI grows jobs and where it deletes them
Cover: The Comp Lag, why sales pay trails how software is priced

The Comp Lag

by Martin Goetzinger on Sep 02 2026
Cover: The Proof Premium, a balance scale weighing proof against value at risk

The Proof Premium

by Martin Goetzinger on Sep 01 2026
Cover: The Firewall Play, why leaving China clears the way for a tariff wall
Cover: What Survives When AI Becomes a Commodity
Cover: Enterprise AI, An Organizational Design Problem in Disguise
Cover: AI Isn't Killing Work, It's Ending a 150-Year Experiment, with a chart of self-employment share
Cover: Vibe Coding Without a CS Degree

Vibe Coding Without a CS Degree

by Martin Goetzinger on May 30 2026
Cover: The Storm That Never Happened, a diagram of synthetic training data flowing into a model
Cover: The Velocity Gap, showing AI displacement fast, housing repricing slow and policy response slowest
Cover: AI Has Moved From Building to Growth

How AI Is Shifting from Building to Growth

by Martin Goetzinger on May 05 2026
Cover: The Most Valuable Thing You Own Is Being Stolen, with attention span figures
Graphic titled The Bolt-On AI Trap with an AI chip sitting on a cracked foundation
Split image of a cluttered, burning workshop and a clean AI-powered workspace under Context is the Fuel of AI

Context is the Fuel Every AI System Runs On

by Martin Goetzinger on Feb 26 2026
Old houses in the foreground with new high-rise construction and cranes behind

When AI Breaks the 30-Year Mortgage

by Martin Goetzinger on Feb 24 2026
Futuristic city with a glowing ring of light around it at dusk

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