@Diane Nelson Great question. Here’s what’s actually happening. I’m not using AI to get answers. I’m using two different intelligences to stress-test thinking. One system pushes structure. The other pushes pattern recognition. When they disagree, that’s where insight lives. It’s like having: – One advisor obsessed with clarity and logic – Another obsessed with systems and unintended consequences Instead of asking, “What should I do?” I ask, “Where is this weak?” The benefit? My ideas don’t stay in my head. They get pressure-tested in real time. Blind spots surface faster. Assumptions get challenged. Emotional bias gets exposed. It’s not automation. It’s amplification. Used well, AI isn’t a shortcut. It’s intellectual resistance training. And that changes how you build, decide, and ship.

Here is my take…through a systems thinking lens This is not a SaaS apocalypse. It’s a systems shift. When Anthropic released Cowork, investors panicked. They imagined one AI agent replacing: • Legal research tools • CRM systems • Analytics dashboards • Middle management So software stocks dropped. But here’s what’s really happening. Software companies don’t just sell “software.” They sell four things: 1. Buttons and screens (interface) 2. Step-by-step workflows 3. A trusted database (system of record) 4. Accountability (who did what, when, and why) AI can replace #1 and #2 fast. It struggles with #3 and #4. And #3 and #4 are where the real power lives. Enter AMMO AMMO = Aristotle, Donella Meadows, Joanna Macy, Elinor Ostrom. It’s not decoration. It’s a lens. Meadows (systems thinking) When information flows change, everything changes. AI changes how information moves across companies. That’s a high-leverage shift. Markets feel that before they understand it. Ostrom (governance) Who has permission? Who is responsible? Who owns the data? AI agents acting without rules is chaos. The winners will be the companies that design strong rule systems around AI. Aristotle (judgment) AI can execute tasks. It cannot carry moral responsibility. The more powerful the tool, the more human judgment matters. Macy (emotional systems) Markets react emotionally. Fear spreads faster than analysis. We are watching grief for an old business model. Here’s the spark:… AI doesn’t kill software. It kills the idea that software owns the workflow. The new moat isn’t dashboards. It’s trust. Governance. Accountability. Judgment. The sell-off isn’t about profit margins. It’s about a shift in leverage. And most investors don’t yet know what they’re actually repricing.