Essays
Writing on enterprise AI, operating models, and why transformation requires more than tools.
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The Trust Layer for Enterprise Agents Sits Outside the Model
Verify an agent's work outside the model, with deterministic checks where a rule can decide. A decision ledger and an independent checker set how far a client can safely scale agents.
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The Frontier Is Jagged. Your Workflow Needn't Be.
A harness cannot erase the jagged frontier, but it can ground agents in fresh context, restrict their tools, and give people ownership of the exceptions.
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The Most Dangerous AI Is the One That Does Exactly What We Asked
Decision AI begins where the copilot metaphor breaks: when nobody is left to catch the model pleasing us.
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Done, Keys, and a Second Check
Copying the consumer 'agents want' form factor into the enterprise without ownership of done, keys, escalate or monitor rights, and a second check is not an operating model.
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From 100 Agents to Two Heroes
Broad agent experimentation is a phase. Without owners of big bets, change management, and adoption OKRs, you scale demos.
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Shared State, Not a Civilisation
What the OpenAI-Hugging Face agent incident actually means for enterprises deploying AI agents.
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What Karpathy Didn't Say About Your Enterprise AI Strategy - Part 1: The Diagnostic
Your enterprise AI rollout is probably sequenced wrong. Not because of the models. Because of the operating model.
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The Wrong Frontier: Why Coding Benchmarks Cannot Tell Us We're Approaching AGI
Everyone celebrating LLMs solving software engineering is measuring the wrong thing.
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Your AI Programme Didn't Fail. Your Governance Did.
A CDO I spoke with recently put it this way: "The technology worked. The business case didn't. We still got cancelled."
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Your Data Is Not Your Moat. Your Learning Loop Is.
I've seen the same slides recycled for two years now. The CTO labels it Our Data Advantage.
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The AI Deal That Almost Closed, Until the CFO Walked In
Enterprise AI isn't failing because the technology doesn't work. It's failing because it was sold to CIOs and judged by CFOs.
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Part 2: The Enterprise Agentic AI Implementation Framework
From PoC to Production in Regulated Industries.
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The Accuracy Paradox: Why Enterprises Demand 100% from AI Agents While Tolerating 95% from Humans
What 1.5 million leaked API keys taught us about the PoC-to-production gap in regulated industries.
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The Vertical AI Illusion: Why Generalists Will Win the Agent Economy
There's a fundamental flaw in the vertical AI thesis: vertical AI is trained on subsets of enterprise data.
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Budget Migration Is the New Vanity Metric: What Enterprise AI Spending Actually Reveals
A CIO recently told Andreessen Horowitz: "What I spent on AI in 2023, I now spend in a week."
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The New Moat Playbook: What Actually Defends Enterprise Software in the AI Era
Enterprise software faces its first genuine moat-restructuring since SaaS disrupted on-premises.
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Tools Are Not the Operating Model
Enterprises invest heavily in AI tools but see little transformation. The gap is not technological. It is structural. Without changes to roles, workflows, and decision rights, even the most powerful tools remain peripheral.