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Series
AI Risk & Return
A working standard for judging a team's AI usage the way an investor judges any risk-return tradeoff — where the real bottleneck sits once generation is no longer the constraint.
3 parts in this series
- 1
Part 1 of 3
You Don't Need to Read the Code
AI is an amplifier — it multiplies whatever judgment is already there. Here is how a non-technical founder measures their own AI judgment, and their agents', without reading a line of code.
·7 min read - 2
Part 2 of 3
How to Judge Your Team's AI the Way an Investor Judges Anything: Risk and Return
Everyone reports how fast AI made their team. Almost nobody subtracts what it could lose them. A two-axis framework — Risk and Return — for judging your team's AI honestly, from an investor who runs a company on it.
·9 min read - 3
Part 3 of 3
The AI Bottleneck Moved: Why Verification, Not Generation, Now Caps Your Leverage
AI collapsed the cost of producing work toward zero. It did nothing to the cost of checking that work. So the bottleneck moved — from writing to reviewing — and leverage now belongs to whoever can verify fastest, not generate fastest.
·7 min read
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