https://marquard.org/posts/Recent content in Writing on Dave MarquardHugoenFri, 29 May 2026 09:00:00 -0700https://marquard.org/posts/agentic-os-six-months/Fri, 29 May 2026 09:00:00 -0700https://marquard.org/posts/agentic-os-six-months/Six months operating my work life inside an agentic OS changed how I think about evals, unit economics, the gap between a demo and a system, and the shape of a product org. Four shifts, with the rubrics, failure modes, and forcing functions to back them up.https://marquard.org/posts/ai-moat-gone/Wed, 27 May 2026 09:00:00 -0700https://marquard.org/posts/ai-moat-gone/Three signals in one week — Gemini Omni, DeepSeek’s permanent 75% price cut, and the FTC’s first AI-targeting enforcement action — collapse the “we have ML” pitch as a defensible position. The next moat in ad tech is outcomes pricing, and the buy side is finally asking for it.