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Insights on AI governance, automation, and technical strategy.

general

The Pricing Pivot Is a Confession

In March I argued that the token economy is long distance minutes. That the infrastructure shift was coming and the metering model would become indefensible ...

Apr 28, 2026 7 min read
general

Show Me the Agents: PAP:// in Practice

The first post introduced the Principal Agent Protocol and walked through the proof-of-concept examples. The protocol primitives work. The question that matt...

Mar 14, 2026 10 min read
advisory

The Tollbooth Model Is Over

AI vendors are selling token economies the way telcos sold long distance minutes. Right before the infrastructure made the metering model indefensible. Here’...

Mar 12, 2026 8 min read