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Stripe didn’t buy an AI company. What a 7.5 billion dollar summer says about where value is settling.
20 hrs ago
•
Craig Hepburn
2
July 2026
From Prompting to Directing
The mental shift behind loops, orchestration, and everything being built on top of them.
Jul 23
•
Craig Hepburn
The Person Was the Machine
We ran the work on people because there was nothing else to run it on. Now there is.
Jul 21
•
Craig Hepburn
2
The Three Clock Problem
One runs fast, one has started running backwards, and one has barely moved.
Jul 1
•
Craig Hepburn
4
1
1
June 2026
The Work Was Always There
Every company is sitting on years of work it gave up on, because fixing it was never worth the cost. The cost has fallen, and the backlog is becoming…
Jun 18
•
Craig Hepburn
2
1
The Fourth Factor
For three centuries a company was land, labour and capital. A fourth input has arrived, it is sold by the unit, and almost nobody has learned to…
Jun 16
•
Craig Hepburn
4
2
Cognition Is a Controlled Substance
A government has decided that access to a powerful enough mind is something it can license, restrict and revoke. We are going to be living with that…
Jun 13
•
Craig Hepburn
4
3
1
Everyone Is About to Have the Same Intelligence
What stays yours is all that is left to compete on.
Jun 2
•
Craig Hepburn
3
2
May 2026
The Cost of Being Busy
Most companies are paying for the work twice and changing nothing underneath
May 28
•
Craig Hepburn
8
1
3
The Last Human Out
The cost of being made has fallen to zero. The cost of being seen has gone up. Both ends of the channel are now machine mediated.
May 25
•
Craig Hepburn
3
1
They Were Never Asleep. They Were Assembling.
The model layer was never the moat
May 20
•
Craig Hepburn
2
The Stack Around the Agent
Why agents work in one company and produce nonsense in another.
May 18
•
Craig Hepburn
3
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