Herman Geldenhuys

#strategy

8 essays

Essay · July 28, 2026 · 6 min read

The Pin Factory and the Poem

Essay · July 21, 2026 · 5 min read

The First Software That Can Sell Out

Essay · April 23, 2026 · 5 min read

Why Faster AI Doesn't Make Faster Companies

AI strategy · April 17, 2026 · 5 min read

The Great Inversion

AI strategy · April 16, 2026 · 6 min read

Building for the Wrong Model

Essay · January 23, 2026 · 5 min read

Anthropic Is Quietly Winning the AI Race

Essay · January 7, 2026 · 5 min read

The Bookshelf in the Black Hole

Field notes · December 15, 2025 · 4 min read

Learning FORTRAN