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Are Frontier Models Overshooting?
What ~6 weeks of routing data shows about overshooting — and what it can't, yet
Sep 14
•
Chris Selland
When Code is Cheap, Customer Validation Rules
Early-stage capital now flows to founders who prove they can sell before they scale.
Sep 8
•
Chris Selland
1
The Smart Money Looks Downstream
While skeptics panic over frontier model economics and circular financing, some of the industry’s smartest allocators are quietly buying the toll…
Sep 1
•
Chris Selland
2
August 2026
The Thirty-Year Compromise is Over
Enterprise software was built on an economic constraint: software was expensive to build and cheap to copy. The constraint is gone and the economics…
Aug 23
•
Chris Selland
3
2
I Don't Care Who Wrote This
And eventually, neither will you
Aug 17
•
Chris Selland
4
1
You Have One Job
What predicting the World Cup says about enterprise AI, compute costs, and right-sizing.
Aug 2
•
Chris Selland
4
July 2026
Competition for Capital: A First-Principles View of Tech Markets
Stop asking which software category to buy. Start mapping how your business actually allocates capital.
Jul 29
•
Chris Selland
Moove over Banks, Disruption is Coming
What Ten Tokenized Cows Tell Us About the Future of Money
Jul 25
•
Chris Selland
3
1
The World Cup Model likes Spain
The final numbers are in for Spain vs Argentina, along with an honest look at where a transparent probability engine works—and where it breaks down
Jul 18
•
Chris Selland
2
The SaaS Disruption is Getting Real
In at least some segments of the market, vibe coding IS replacing SaaS
Jul 8
•
Chris Selland
2
Confidently Wrong
Two near misses and a few lessons learned
Jul 4
•
Chris Selland
1
The Three-Legged Stool is Down to One
The value of your business is ultimately the value you create for customers.
Jul 3
•
Chris Selland
2
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