How we think

Perspectives.

The decade ahead belongs to organizations that can scale AI. Here is how we see it — written to be argued with, not admired.

4 min read · Featured

The third wave of AI will not be won with bigger models

Experimentation proved what AI can do. Adoption put it to work. The decade ahead belongs to the organizations that can make it repeatable.

4 min read

AI Chaos: when initiatives outrun the enterprise

Eight symptoms appear in every large organization we examine. They look like separate problems. They are one problem.

3 min read

The next era of enterprise spend is measured in tokens

Infrastructure, licensing, cloud — every era of IT had its cost unit. The AI era's unit is the token, and most enterprises cannot account for it.

3 min read

Knowledge, consumable by humans and AI

The doctrine behind everything we build: an organization's advantage is its knowledge — but only the part that both people and machines can actually use.