DTC operator · AI builder
7 years scaling consumer brands. Now building AI systems. Writing at the intersection — for operators who want the structural view, not the ChatGPT-for-email take.
Agents won't kill business relationships. They'll sort them. The ones doing low-value information work will quietly become unnecessary. The ones doing the hard human jobs will become rarer, and more valuable.
Five things AI can't replace: trust, context, distribution, taste, and liability. These aren't product categories. They're structural layers that become more valuable as AI gets better, not less.
The COO's job in an AI-first company is to build the operating system the company runs on. Here is what that OS looks like and how to build it.