Arguments

The bigger case, made in full.

Longer pieces that build the thesis: where value moves when software stops informing work and starts performing it.

Filter

The strongest objection to the disappearing application is also the reason the execution layer becomes valuable.

Once intelligence can coordinate across systems, the boundaries of the application stop being the boundaries of the work.

The important shift is not that software got smarter. It is that software can increasingly act.

AI is attacking the two economic assumptions that powered technology for the last twenty years: expensive labor and differentiated features.

Everyone is focused on better models. I think the bigger shift is happening one layer lower, where decisions become actions.