December 19, 2025
A $74 billion company just discovered that AI needs shared meaning. They're building half of it. The other half has been waiting since 1998.
December 18, 2025
Five AI models. One timeline. 18 years of archives. Same conclusion.
December 18, 2025
Eight industry leaders. One real assessment. The same conclusion.
December 18, 2025
Five unrelated headlines. One pattern you don’t get to ignore anymore.
December 16, 2025
I saw this pattern in 1998. Now the Metaprise, Agent-based, and Strand Commonality Models are heading to orbit. Thank you, Elon!
December 15, 2025
The graphics evolve. The failure rate doesn't.
December 15, 2025
What is the difference between what I do and what most analysts do? They see the snowflake and comment on its shape. I push it down the hill and see what it becomes.
Why This Made No Sense in 2008 — and Why It Suddenly Does
December 20, 2025
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In 2008, I wrote that static systems fail because reality moves faster than they adapt. Very few engaged. This week, Snowflake invested $75-100 million in the same insight.