Archive - Working autonomously: from humans to ai to robots

A (too) early look at Tariff Impact on Public Robotics Companies

ABB’s local‑for‑local moat, Zebra’s $20 m EBITDA drag, and why near‑shoring to Mexico is the industry’s default hedge.

Apr 23

January 2025

Customer Service Agents vs Outsourcing

Who answers when you dial for help tomorrow?

Jan 18

Walmart, Robotics, and The New Goliaths

How Walmart, and others, are using Robots to extend their moats

Jan 1

December 2024

AI Agents and Fiverr, Upwork Q3 '24 earnings

Strong revenue and earnings, but AI Agents will be a big challenge

Dec 21, 2024

Gen AI Apps coming customer acquisition scaling wall

Why it will be harder for Gen AI apps to get distribution than previous cycles, and where to look instead

Dec 4, 2024

November 2024

October 2024

Slow posts and conference season

Conferences and writing don’t mix.

Oct 31, 2024

From system of record to system of action

A bull case on why systems of records could win the agentic future

Oct 1, 2024

September 2024

The AI Skills Dichotomy and the ROI Gap

PLUS: Upcoming events and activities

Sep 20, 2024

Moving from performance marketing to investing: Part I

How AI got me to change careers

Sep 12, 2024

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