Herman Geldenhuys

#thought-leadership

4 essays

Essay · February 17, 2026 · 6 min read

The $690B Question Wall Street Can't Answer

Hot take · February 16, 2026 · 4 min read

Clawdbought: How OpenAI Acquired the Biggest Open-Source Agent

Essay · February 3, 2026 · 4 min read

147,000 GitHub Stars in Two Weeks. Mac Mini Shortages. A 24% Stock Surge. The Market Just Told You Something.

Essay · January 30, 2026 · 7 min read

Claude Has Character. Your AI Has a Script.