Analysis
Product teardowns, system breakdowns, and operational thinking.
Product analysis · AI Education · Edtech
Anthropic Academy and the Skill Formation Gap
A teardown of Anthropic Academy, Skilljar, and why AI education needs to move beyond course completion into verified capability.
18 courses · 5 education hires · 4 structural gaps
Read analysis →Market intelligence · Home repair · AI intake
AI Repair Intake Marketplace
The repair request is the unit of value. Better intake improves matching, quoting, and contractor willingness to pay for leads.
Subscription-first · AI diagnosis → structured lead · Pilot-ready MVP
Read analysis →Edtech teardown · Coding bootcamps · Business model
Why coding bootcamps are dying — and what replaces them
A 2023 course review reread in 2026. The bootcamp model passed its bubble before AI. AI just made the zombie layer visible.
Codesmith placement: 83% (2021) → 37% (2023) · 2U exited bootcamps 2024
Read analysis →Product teardown · Insurance · Telematics
When Safe Driving Apps Punish Safe Drivers
How TD MyAdvantage’s scoring incentives pushed a safe driver to game the app and switch insurers.
$744/year discount erosion · $140/month saved
Read analysis →Vietnamese Writing on Craftmindship
Craftmindship on Substack →
Essays on building, operating, and shipping — written in Vietnamese.