Signal: Before AI Removes Jobs, Map The Work
In many ways, the job description and title were likely mostly fictional, do not automate the job away to AI before checking what the humans actually do. The task unbundling may shock you.
Latest
Guides
Guide: Job Panic Work Map
No need to panic if you understand at task level what AI is changing. Roles slowly reorganise around what remains, what gets assisted, what gets automated, and what becomes more important because AI made the easy bit cheaper.
Guides
Guide: Bubble or Infrastructure? A Practical Check
There are empty bubbles and productive bubbles, which bubble does the AI fall under? The practical checklist may surprise you because it is more boring than is being discussed right now.
Signal: Narrative Can Outrun Operating Capacity
Markets can price the destination before anyone has built the road. A huge IPO can make a future feel more concrete simply because a public market is now pricing it.
Signal: The Future Is Digital but the Bill Is Industrial.
AI with orbiting data centers sounds weightless until the bill arrives as power, cooling, chips, launches, satellites, maintenance, permits and supply chains.
Guides
Guide: Future Value Assumption Map
When does this need to become real for the valuation or strategy to make sense? A 20-year dream priced like a 3-year certainty deserves a raised eyebrow.
Chaos: The Blue Blob and the Future Imaginable Market
TAM is very useful, as we celebrate the record breaking IPO, the 'addressable' should not quietly start behaving like 'imaginable.'
Guides
Guide: TAM Reality Check
TAM is a useful way to think about market scale, maybe vision. A big market does not automatically mean a business can reach it, serve it, win it or make money from it.
Signal: When TAM Becomes Future Imaginable Market
TAM becomes slippery when a reachable, an imaginable, and a narrative market all sit inside one number and everyone politely pretends the number is neutral.
The Chaos
Chaos: Why Do You Need an AI Agent to Manage an AI Agent?
The mystery of the AI Agents managing AI Agents and being monitored by human supervisor managing the performance of all the AI Agents. What thread is to be pulled here?
Guides
Guide: Design Human + Agent Supervision Without Creating Agent Sprawl
AI Agents change where supervision happens, design the supervision layers before the the agent becomes another thing multiple people and tools have to babysit.
Signal: AI Creates Supervision Work Before It Removes Work
AI creates supervision layers before the work is transformed because AI does not only automate work