The Operator’s Field Manual

It Doesn’t Matter Whether AI Is a Bubble

Massive investment creates massive change. The important question is whether you’ll play offense or defense.

May 29 • Scott Smigler

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March 2026

AI won’t kill SaaS. It will kill generalists.

Specialize. Specialize. Specialize.

Mar 27 • Scott Smigler

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February 2026

The 4:47am Problem

When the business is asleep but your brain isn’t

Feb 27 • Scott Smigler

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January 2026

Your new biggest customer

How AI agents are becoming the first decision layer across markets, and what companies need to do about it.

Jan 11 • Scott Smigler

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December 2025

The 10% That Changes Everything

Why “close enough” built the consumer wave but won’t build the enterprise one

Dec 1, 2025 • Scott Smigler

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November 2025

Billions of Small Minds

We overestimate what technology can do this year and underestimate what discipline can compound over ten.

Nov 17, 2025 • Scott Smigler

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Speed-to-Value Matrix™

A simple framework I developed for choosing what creates value fast and what can wait.

Nov 17, 2025 • Scott Smigler

How Values Create Speed

In 2012, a large part of our business relied on understanding Google’s search algorithm.

Nov 6, 2025 • Scott Smigler

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October 2025

Charlie Munger’s “Psychology of Human Misjudgment”

Munger’s paper on “The Psychology of Human Misjudgment” is a must-read.

Oct 28, 2025 • Scott Smigler

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