Field notes.

What we are seeing as AI capability meets real systems, real constraints, and real decisions.

Featured · Field Notes

Why enterprise agents won't follow the curve we just watched in code.

Sanej BandgarRead article
A cobalt paper path forming a sequence of accelerating curves.

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Graphite and cobalt blocks connected by a fine red line.

Field Notes

Four Kinds of SaaS in the AI Era

A market map of where software businesses are holding up and where they are under pressure.Read the insight

Innovation & Strategy

The Regulated Digital Dollar: A Strategic Analysis

Understanding USDC and the future of digital currencies for enterprise treasury, payments, and financial innovation.Read the insight

Resources

Assessments and downloadable analysis.

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The Regulated Digital Dollar

Strategic analysis of USDC and digital currencies for enterprise treasury.

Assessment

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