✦ Field Notes
Things I'm thinking about.
Raw takes on AI, enterprise software, finance, geopolitics, and whatever's rattling around my head this week. Written for builders.
Why SAP + AI is the next trillion-dollar opportunity nobody is talking about
Everyone's chasing AI for consumers. The real money is in retrofitting AI into the boring enterprise systems running 80% of the Fortune 500.
Why SAP + AI is the next trillion-dollar opportunity nobody is talking about
Everyone's chasing AI for consumers. The real money is in retrofitting AI into the boring enterprise systems running 80% of the Fortune 500.
FIRE isn't about retiring — it's about owning your time
The financial independence movement gets misunderstood. It's not about quitting work at 35. It's about decoupling your time from your paycheck.
China's BYD is more dangerous to Tesla than the market thinks
BYD outsold Tesla globally in Q4 2023 and the gap is widening. The narrative hasn't caught up to the spreadsheet.
AI agents will replace 70% of SaaS apps within 5 years
If your SaaS app's main value is 'a clean UI on top of an API', you're in trouble. AI agents make UIs irrelevant.
The US-China tech decoupling will create two parallel internets
Export controls, AI chip restrictions, and TikTok bans aren't isolated events — they're symptoms of a structural split. Builders should plan for it.
What Coca-Cola taught me about scaling enterprise software
Working on global supply chains at one of the world's biggest brands changed how I think about software. Here's what surprised me.
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