Thoughts

Ideas on AI, business, and what comes next.

Your AI Sends Your Confidential Files to Anthropic. What Will You Tell Your Investors?

When Claude reads your files, the full text goes to Anthropic's computers. Here is what Anthropic's contract promises, what its strongest privacy setting does not cover, and what it costs to run AI on your own equipment. Christian Genco

How do web apps work?

A web app is text, code, and a database talking to each other. This is a hands-on walkthrough: edit real HTML, real Ruby, and a real database table right on this page, and watch how a request actually gets built. Ricky Bureau

The Four Kinds of AI Value Creation

Two questions sort every AI initiative: did the spend exist before, and is AI the engineer or the employee? Christian Genco

How to Optimize Your Site for LLMs

Your website was built for humans and Googlebot. Agents are the new visitors. Here's how to make your site legible to the LLMs that are increasingly reading it on your customers' behalf. coming soon Ricky Bureau & Christian Genco

The Cloud AI Dependency Trap

Every company building on OpenAI or Anthropic is making an implicit bet: that these providers will remain stable, affordable, transparent, and available. The evidence says otherwise. Christian Genco

The $6,000 AI Server That Embarrasses $120,000 GPU Rigs

A dollar-for-dollar breakdown of AI memory pricing, what models you can actually run at each tier, and why the Mac Studio is the most underpriced hardware in AI. Ricky Bureau & Christian Genco

AI Automation Consulting: How We Deliver 6 Months of Work in 2 Weeks

The strategy brain and the hacker brain, working together with AI leverage. Here's how we actually do it. coming soon Christian Genco

AI Business Process Automation: Where to Start

A technical walkthrough of identifying high-ROI automation targets and building AI systems that actually work in production. coming soon Ricky Bureau

AI Due Diligence for Private Equity: What to Look For

A framework for evaluating AI readiness during due diligence — and how to price the AI opportunity into your investment thesis. coming soon Christian Genco

AI Readiness Assessment: A Framework for Mid-Market Companies

A practical framework for evaluating where AI can drive the most value in your business — and where you're not ready yet. coming soon Ricky Bureau

The AI Transformation Roadmap for PE-Backed Companies

A step-by-step playbook for PE operating teams to deploy AI across portfolio companies — from diagnostic to full implementation. coming soon Ricky Bureau

Measuring AI ROI: The Math PE Firms Actually Care About

Forget vague promises about 'efficiency.' Here's how to calculate the real EBITDA impact of AI initiatives. coming soon Christian Genco

How We Built a Real Estate Intelligence Platform in 2 Weeks

Every business in the US, Google review sentiment, demographic trends, automated investment memos — built by two people in two weeks. coming soon Ricky Bureau

The 3 AI Quick Wins Every PE-Backed CEO Should Deploy This Quarter

Three concrete AI implementations you can ship this quarter that will show up in your next board deck. coming soon Ricky Bureau & Christian Genco

Why Two People + AI > A 50-Person Consulting Team

The economics of AI-native consulting: how infinite leverage changes who can deliver enterprise-grade work. coming soon Ricky Bureau

What AI Strategy Consulting Actually Looks Like in 2026

The old consulting model is broken. Here's what AI strategy work looks like when you strip out the bloat. coming soon Ricky Bureau

You Don't Need to Pay Frontier Labs a Dollar: Why Most PE Value Creation Can Run on Open-Source AI

The benchmarks, the economics, and the case studies all point to the same conclusion: open-source models can handle the vast majority of what PE portfolio companies need AI to do. Here's the data. Christian Genco

What is a large language model?

The technology behind ChatGPT and Claude, explained by building one up from the simplest possible version. Ricky Bureau

The SaaS Market Is Pricing In Its Own Disruption

EV/Revenue multiples across 40 major software companies are diverging dramatically. The pattern reveals which moats AI will erode — and which ones it won't. Ricky Bureau

AI Unlocks Impossible Analysis

I used AI to analyze every chord and melody in Weezer's discography. Here's what it taught me about business intelligence. Christian Genco

What is AI?

A plain-English explanation for people who run companies, not computer science departments. Ricky Bureau

I Built a Better Dashboard Than Strava in 10 Minutes — Without Writing a Single Line of Code

I exported 7 years of Apple Health data, dropped it into Claude, and got interactive dashboards that outperform what any fitness app gives me. Here's what that means for SaaS, data portability, and the future of software. Christian Genco

What is a computer?

You use one every day but probably can't explain how it works. Here's why understanding the basics changes how you think about AI. GXB

First principles for the AI era

Every process in your company was designed around human limitations. Time to start over. coming soon GXB

Is SaaS Dead?

No, but it's dying and nobody knows how quickly. coming soon Christian Genco

The next abstraction

Every major leap in computing came from hiding complexity behind a simpler interface — from punchcards to programming languages to GUIs to the cloud. AI is just the latest layer. The winners will be the ones who see what comes after it. coming soon GXB

Why are people buying Mac Minis?

The $600 computer that's replacing $200K employees. What this means for headcount planning. coming soon