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Johnny Opinion Press

Opinion · Strategy · Judgement

Opinions, arguments,
and provocations.

Accelerated thinking. Unfiltered judgement.

A personal press by Johnny Han. Sharp, first-principles arguments on technology, incentives, and corporate reality. Assisted by machines; driven by taste.

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Business Reality

The Free Fighter Jet

AI is making software cheap to build and it will make software cheap to maintain. Every company gets a fleet. What stays scarce is knowing how the fleet breaks.

The confident forecast of the moment is that AI eats SaaS: if a weekend of prompting produces the software, why keep renting it? That forecast sees something real and stops one step too early. AI collapses the cost of building software and it will collapse the cost of maintaining it, which means companies stop owning ten systems and start owning fifty. The unit economics improve while the portfolio economics get worse. And the advantage a good vendor holds was never really its engineers, who AI is busy discounting. It is the accumulated operating experience of thousands of customers breaking the same system in thousands of different ways, absorbed once and distributed to everyone. Your system learns from your company. A shared system learns from a market. That gap widens as software gets more complicated, which is why the interface will be eaten long before the operating model is.

Johnny Han 8 min read
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Business Reality

The Rules Nobody Wrote Down

AI can learn how your business usually works. The harder question is which of those habits deserve to become rules.

7 min read
Business Reality

When Everyone Does Build

Part two of 'When Everyone Can Build': the month the flood arrived, in data. Cheaper builds, many more of them, and a bill that moved to where dashboards don't look.

8 min read
AI & Judgement

AI Can Now Execute the Wrong Idea for Much Longer

Frontier agents can run for most of a working day, and the industry's favourite chart cheers the endurance. The clock that starts when you ask and stops when you accept is timed by almost no one.

8 min read

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AI & JudgementBusiness RealityWealth & Society

Labs · Built in the open

Follow the money under the AI boom.

Interactive instruments that turn a fuzzy feeling into something you can look at. The first traces the AI capex cheque through chips, memory, packaging, power and copper — 25 layers, every number sourced and dated.

Open the instrument
~$700B 2026 capex pool $67 compute per Microsoft $100 $33 sites and infrastructure 25 layers, all sourced
Descend the AI compute value chain →

Apps & designs

See all →

Where the ideas get tested against real software — a couple live and in use, and an instrument still taking shape.

Piano Enhancer — Turn your phone into a concert hall. Live

Piano Enhancer

2026
Music app

One tap adds studio-grade acoustics, warmth, and natural reverb to home piano recordings — no mic, no account. Dry room in, concert hall out. Live on Google Play; iOS in the works.

AndroidAudio DSPOn-device
ShinySplit — Split money, not love. Live

ShinySplit

2026
Web app

A free group expense tracker for trips and shared dinners — track who paid, split the bill across any currency, and settle up fairly. No app, no signup: just share a link.

Web appMulti-currencyNo-signup
Prototype

The Eval Index

2026
Instrument

A weekly read on how rigorously we actually measure AI — not how loudly we talk about it.

Data vizEditorial
Johnny Han

About

Not automated opinions. Accelerated judgement.

I'm Johnny Han — once an IT consultant at IBM, now a Principal AI Architect. This is my personal press: a place to turn messy strategic thoughts into polished, shareable arguments. I use AI as a production engine; the opinion, framing and final taste are mine.

How it's built

AI helps structure, draft, and gather research. The legwork is automated; the perspective is not.

The Filter

Every piece is shaped, edited, and approved by me to ensure the judgement is mine.

The Promise

Nothing is published unless I would defend the judgement behind it in front of smart, critical people.