An operator’s view from the curve
Welcome to the Curve
One operator, adapting in public. Sharp essays on memory and agents — plus a live, cited model of where the AI build-out is bottlenecked right now. Two pillars, one bet: read this transition better than anyone watching from the outside.
The Thinking
Thoughts on Where AI-driven work is going
Essays on memory, agents, and building with AI — the ideas the data keeps proving right.
Read the essays →
The Build
4 / 10 bindingThe AI supply chain bottlenecks, live
4 of 10 layers of the AI hardware stack are binding right now. Watch the constraint move in real time.
Enter the State of the Build →
The essays
All writing →Role based agents are the future...and here's what's stopping them
The Ramp Tax
Minimum Viable Documentation breaks at AI speed. The work itself has to write the memory down.
May 28 · Read →
Agents · building
The Move to Whole-Stack Agents
A non-technical operator now runs his whole business from Slack. One agent, the whole stack.
Jun 10 · Read →
the framework
The Adaptation Curve
Every change runs the same six stages. The Crisis Point is a fork: retreat, or push through and compound.
May 19 · Read →
The build · live
Enter the State of the Build →State of the AI Supply Chain
Ten layers of the AI hardware stack, scored as binding constraints — sourced, dated, and refreshed quarterly.
binding Now Jun 2026
The constraint has moved downstream → power.
Operator’s notes on memory, agents, and building.
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