Reading
People whose work I actually read.
Not a curated authority list. These are the feeds, newsletters and people I go back to, and a note on why. It is probably a more honest picture of how I think than my About page is.
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Newsletter · Technology strategy
Benedict Evans
The best working example of separating what is actually changing from what is merely being announced. His annual presentation is the clearest thing published on where technology attention is going.
ben-evans.com ↗
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Newsletter · Business strategy
Ben Thompson — Stratechery
Aggregation theory changed how I think about where margin ends up in any value chain. Worth reading even when the subject is a company you do not care about.
stratechery.com ↗
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Newsletter · Medicine and AI
Eric Topol — Ground Truths
The most rigorous public writing on AI in medicine, from a cardiologist who reads the actual papers. He is consistently early and consistently careful, which is a rare pair.
erictopol.substack.com ↗
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Blog · Applied AI engineering
Simon Willison
Works in public, tests things himself, and publishes the failures. If you want to know what large language models can actually do this month rather than what a vendor says, start here.
simonwillison.net ↗
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Blog · Engineering and organisations
Dan Luu
Long, data-heavy essays on why engineering organisations behave the way they do. His writing on the gap between what companies believe about their own performance and what the numbers say has been useful in more client conversations than I can count.
danluu.com ↗