Justin Gibbs Headshot

In investing, beta is the return you get simply by participating in the market; alpha is the excess return earned through judgment, creativity, and finding an edge that others haven't. As AI makes execution cheap, the same split is showing up everywhere: pattern matching and implementation are becoming beta, while the new alpha comes from taste, explicit intent, and the willingness to make bets where the outcome isn't obvious.

Software engineering is shifting from writing code to directing intelligent systems, while creative work is becoming increasingly software-defined. As models handle more of the mechanics, creativity—exercised as human judgment, point of view, and knowing what is worth building and why—is shaping up to be the real differentiator in finding alpha.

As a Forward Deployed Engineer, I spend my days building enterprise AI and working alongside coding agents in the wild. This site is my laboratory for exploring that intersection—connecting what I'm seeing on the ground in AI engineering with storytelling, creative workflows, and the evolving craft of making things.

Recent Writing

Movies Run on Subtext. So Do Companies. AI Is About to Read It All.

What coding agents and screenwriting teach us about the company of the future: explicit intent, strategic and personal bets, and where human judgment fits in. Nov 2026

Why I stopped looking for a moat and built a GenAI tool for my daughter

On leaning into the creative, bringing agentic coding patterns to narrative writing (Laires), and finding edge where models can't compete. Apr 2026

From Vibe Coding to GenHacking: "I'm Not a Developer or Cloud-Ops Guru..."

Developing GoFrame: a systematic approach that couples AI-first vibe coding with continuous check-pointing and structure. Jun 2025