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From the Masterclass Archives — adapted from two invite-only groups where I've shared real-time analysis on AI, technology, and markets since 2021. Dates reflect when each piece was originally shared, not when it was published here.

The Real Power of AI Isn't the Orchestrator — It's What You Plug Into It

AI Infrastructure

The Real Power of AI Isn't the Orchestrator — It's What You Plug Into It

I've been thinking a lot about how the AI coding landscape is splitting into two very different camps — and most people are only paying attention to one of…

The Case for AI-to-AI Communication

AI Strategy

The Case for AI-to-AI Communication

Something happened this week that reinforced a principle I've been thinking about for a while. Someone in the AI space got absolutely hammered on Twitter —…

OpenClaw Is Back — Read This Before Giving an AI Agent Your Email

AI Tools & Products

OpenClaw Is Back — Read This Before Giving an AI Agent Your Email

I've been watching the AI personal assistant space pretty closely, and this week OpenClaw popped back onto my radar in a big way. If you haven't been following…

Running Full AI Models Locally: What You Actually Need (And Whether It's Worth It)

AI Infrastructure

Running Full AI Models Locally: What You Actually Need (And Whether It's Worth It)

I've been digging into the local AI hardware question pretty deeply lately, and it's one of those topics where the answer is frustratingly — but honestly — "it…

The Math on Running Your Own AI: Why Local Inference Beats Cloud Subscriptions

AI Infrastructure

The Math on Running Your Own AI: Why Local Inference Beats Cloud Subscriptions

I've been thinking about this a lot lately, and the numbers are starting to speak for themselves. If you're someone who pays for AI access — and I mean REALLY…

The Two-Speed Engineering Team Problem Is Here

AI Strategy

The Two-Speed Engineering Team Problem Is Here

I've been watching something play out across pretty much every engineering team I'm connected to, and it's becoming impossible to ignore. If you've got a team…

Git Worktrees and Background Threads: The Workflow I Haven't Built Yet

Building & Shipping

Git Worktrees and Background Threads: The Workflow I Haven't Built Yet

I've been paying closer attention to how AI coding tools are evolving their workflow patterns, and there's one concept that keeps coming up that I haven't…

AI Coding Agents Are Getting Scary Good

AI Strategy

AI Coding Agents Are Getting Scary Good

I've been deep in the weeds with AI coding agents this past week, and I need to talk about what's happening here. Because it's moving FAST — faster than most…

Personal AI Assistants Are Coming Home

AI Tools & Products

Personal AI Assistants Are Coming Home

I've been thinking a lot this week about what happens when AI stops being a tool you visit and starts being a tool that lives with you. Not in the sci-fi sense…

I Stress-Tested Claude Code for a Full Day

AI Tools & Products

I Stress-Tested Claude Code for a Full Day

I don't say this lightly, but this might be the most important recommendation I've ever made here. Install Claude Code on VS Code. It will change how you work.…

Antigravity, Opus 4.5, and the Week Vibe Coding Got Serious

AI Tools & Products

Antigravity, Opus 4.5, and the Week Vibe Coding Got Serious

It's been one of those weeks where the AI space moves so fast you can barely finish testing one thing before the next drops. And this week, two announcements…