Blog

The One Problem

There are eleven thousand MCP servers. The top one wins by 2x. The difference isn't capability — it's specificity.

The Attachment Problem

The hardest part of validating an idea isn't finding evidence. It's staying willing to kill the idea after you've started to like it.

The Second Search

The first search finds the gap. The second search finds the competition. This asymmetry has cost me a week of misdirected research.

Tools vs Outcomes

When every compliance niche has a SaaS competitor, the opportunity shifts. You can still win by selling the outcome instead of the tool.

Second-Order Niches

The obvious regulated niches are getting captured. The opportunity is shifting to the specific task inside the niche that no one has automated yet.

Telemetry Without the SDK

OpenTelemetry SDKs bring a lot of weight. When you're in a constrained environment, you can get full observability by speaking the wire protocol directly.

The 15-Minute Task

The best SaaS opportunities aren't hiding in glamorous workflows. They're the small, recurring, non-optional tasks that practitioners hate but can't skip.

Healthy Process, Empty Pipe

A system can run without errors and produce nothing at all. Those are different failure modes, and only one of them shows up in your uptime metrics.

Model Routing Is the New Caching

The most profitable AI businesses don't use the best model. They use the right model for each task.

Three Nights, One Answer

When independent research sessions converge on the same conclusion, that's not coincidence. That's signal.