Perspectives
Thoughts on Claude AI, Product Management and working with AI.
Solow said in 1987 you could see the computer age everywhere except in the productivity statistics. The internet repeated the debate in the 2000s. Both resolved. We are now in version 3.0. Why the historical pattern is more useful guidance than today's headlines, and three implications for Mittelstand, private equity, and family offices.
5 min read
At HSG, we showed 17 IT executives what Claude Code can really do in the engine room. A half-page case study became an 8-page PRD for a bioprinter configurator in a single afternoon. What an agency used to need weeks for, one person now does in a single afternoon.
7 min read
The Industrial Revolution left most of a generation's handloom weavers unemployed and reshaped society at terrible cost. A new theoretical paper — The AI Layoff Trap — shows why rational firms march toward the same cliff, and what institutions prevent it.
25 min read
Anthropic, Perplexity, and NousResearch all launched hardware-independent agents this week. The market reacted immediately: Fastly -18%, Akamai -13%, Cloudflare -11% in a single session. Microsoft and Google are spending billions but producing a patchwork of SKUs. The cost of the default is the lost lead user feedback loop.
6 min read
Rebuilding SaaS with AI is like putting desktop websites on mobile phones. The real disruption comes from companies that leapfrog to agent-native architecture while incumbents bolt chatbots onto products designed for humans clicking buttons.
8 min read
Linear built for agents. Atlassian built for humans. That fork defines who wins in enterprise software. The same decoupling that made banks invisible is coming for SAP, Salesforce, and Microsoft.
5 min read
OpenClaw, Anthropic, Perplexity, and NVIDIA all converged on the same four-part agent architecture this week. Brain, skills, scheduler, memory. The implication: software stops being a tool and becomes a colleague. What this means for CEOs, PE managers, and service providers.
7 min read
Ein Enablement Sprint ist kein Workshop — es ist eine Transformation. So sieht der Prozess aus, mit dem Engineering-Teams Claude Code wirklich in ihren Alltag integrieren.
2 min read
An Enablement Sprint isn't a workshop — it's a transformation. Here's the process I use to help engineering teams truly integrate Claude Code into their daily workflow.
2 min read
63.7% of companies have no formalised AI initiative. Anthropic just committed $100M to fix that. A three-tier channel strategy for AI deployment, from Deloitte to mid-market consultancies.
4 min read
My most-read article got a reality check. What happened when a simple markdown file evolved into a full infrastructure system — including a €90 incident, MCP integrations, and 4 competing AI CLIs.
10 min read
AI compresses delivery time across every professional service. The billable hour is collapsing. McKinsey, Simon-Kucher, and the data show what replaces it: outcome-based pricing, fixed deliverables, and performance deals.
8 min read
Block cut 4,000 employees and the stock jumped 24%. What Coase predicted about the shrinking firm is happening in real time. When AI agents collapse coordination costs, the boundary of the firm contracts.
7 min read
Anthropic crashed cybersecurity stocks on Friday. Three weeks after erasing $285 billion from SaaS. The disruptor is not a competing product. It is a capability layer that renders entire product categories optional.
5 min read
When AI agents can build and operate software autonomously, which enterprise moats survive? A Varian/Shapiro analysis of switching costs, data gravity, and the make-or-buy shift driven by agentic engineering.
7 min read
Chatbots tell you what to do. Claude Code does it for you. How a hockey dad's scheduling nightmare became the perfect demo for AI that actually works.
3 min read
The new scarcity isn't code-writing. It's skill design—the ability to create atomic capabilities that AI agents can compose into workflows humans never imagined.
5 min read
How to assemble an unstoppable AI team that turns you into a one-person startup powerhouse — from zero coding skills to four live products.
8 min read
And why I'm now hosting a meetup for the non-technical community in Munich. Six months ago, terminal was the app I avoided most. Today, it's my most-used application.
3 min read
Learning from RECUP's success: Sometimes the market isn't ready yet. Kevin Rose's approach to putting products in "hibernation" until market demand develops.
2 min read
How e-commerce disappointments can be reduced through better product information. Practical tips for showing products from multiple perspectives, size relationships, and additional features.
2 min read
Practical methods for generating product ideas: from customer feedback and cross-industry inspiration to structured ideation and networking approaches.
2 min read
