Lab notebook
The public build log of this rebuild — a WordPress page-store becoming a record-first stack that an agent can read and transact with.
Meta's Muse - Has the Demand Side Arrived to Agentic Commerce?
Muse is the first demand-side catalyst for agentic commerce at mass-market speed — and whatever happens to Muse itself, the winners are the merchants with legible storefronts and structured catalogs.
A Startup Financial Model for the AI Inference Era
An AI startup's financial model needs one new sheet and one old discipline: the AI cost stack as brackets, and spend gated by Customer Development evidence gathered from real customers.
The HSN Reboot - A New Live Shopping Golden Era?
Live shopping is rebuilding HSN's four pillars on the web — host, distribution, buyer relationship, trust — and the winner will be whoever solves margin against distribution for the brands that don't need a discount.
Claude Commerce Agents, Measured (CPCT)
Claude Commerce Agents were recently launched with a blueprint and claims of larger cart sizes and better conversion. Digging into the blueprint and measuring the results via CPCT reveals unique insights into the agent's performance and potential cost to rollout. The expensive part was never the model.
The AI App Layer Thesis - Who Captures the Value?
The app layer thesis is alive and well, but it's not over yet. The frontier labs are positioned to move horizontally and capture value on the app layer, yet several companies building apps have become billion dollar entities in a short period of time. It's a barbell, where those on either end are growing exponentially, and those in the middle are getting cut out.
The Languages of the Agentic Web
Markdown is the lingua franca of the agentic web. This post explores how agents read, speak, and are built.
How To Write an /agents.md for a Services Business
The agents are taking over the web. Rather than fight the trend, this post looks at the thought process and structure for a services business to write a web-root agents.md file, theoretically making the site more discoverable.
Agentic Modelling - What Does It Cost to Run An Agent?
Agents are everywhere on the web, but they are not typically 'free' to run. So how do you model their expected cost and performance against certain workflows? This post explores a real agentic model using the CPCT.
Agentic Websites - Whitespace and Opportunities
The agentic web is being built supply-side-first; the businesses that make themselves legible now are the ones agents will surface when demand arrives.
Rebuilding My Website for the Agentic Web
Two key levers of blogging have been structurally inverted: distribution has been dismantled, and LLMs have taken over - so what's a guy to do? Rebuild the website for the agentic era, of course!