Essays tagged "strategy"
9 essays on strategy.
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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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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.