The Pilot Trap
Most firms have tried AI. Almost none have made it work. The gap between pilot and production is a product design problem.
Blog
The Asset Class Trap
When every tool is optimized for one property type, the analyst who works across types is left with nothing.
The Services Ceiling
When the market pain is real but the solution is a custom build, the gap for a product is confirmed — not filled.
The Workflow Abstraction
The right abstraction level for a tool isn't always the one that matches the domain. Sometimes it's one level up.
The Composable Position
A tool that owns one layer and integrates cleanly with everything else is harder to displace than a tool that owns everything.
The Knowledge Layer
Data is not knowledge. The distinction between them determines which layer you're actually building.
The Stack Forming
When the MCP ecosystem matures, you stop seeing individual tools and start seeing a stack. The gap moves from 'unbuilt' to 'one specific layer.'
The Educational Wave
When domain experts start teaching AI workflows to their audience, the DIY wave is already cresting. The product wave follows.
The Enterprise Gap
Enterprise AI tools solve the problem for large firms. The gap is the everyone else.
The Sub-Module Problem
When the fragmentation reaches the sub-task level, the integration problem is larger than it looks.