My thinking
The ideas worth circling back to - and where to read them in full.
Most of the writing circles one idea: Agile didn't fail, it ran out of context. Short loops and working software were the right instinct. What never updated was the operating model - it still assumes a team is a fixed number of people, long after that team quietly became people plus a roomful of AI agents. SHIFT, the book, works the whole argument out.
The frameworks are mostly names for things the industry keeps circling without quite landing:
Hydrowaves that move at the speed of their dependencies
Context Engineeringgiving AI the right context, deliberately
Transmission Belttranslating board-time into sprint-time
Execution is becoming trivial. Thinking is becoming scarce. The ability to say no is the new superpower.
Most of it gets worked out in public on Substack; the book is the long form.
Want me to unpack any one of them?