Strategy
AI strategy, business cases, and outcomes-driven planning. How leadership teams decide where AI fits and where it doesn't.
9 posts-
The Hidden Risk in PE Portfolios
The core thesis: most PE portfolios were built for a world of integrated, deterministic software. They are now misaligned with the modular, probabilistic architecture that AI is creating, and the implications for value creation are significant. --- The Foundational Mismatch Most PE portfolio…
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The Comfort of Being Equally Behind
Why the winners of the AI era will not be the organisations that picked the best tools. --- On 31 March, Jack Dorsey and Sequoia's Roelof Botha published an essay, From Hierarchy to Intelligence, arguing that corporate hierarchy is an obsolete information routing system. Their claim is that AI can…
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The Web Is Rebuilding Itself for AI Agents - And Your Organisation Needs to Pay Attention
The web was built for humans clicking links. In Q1 2026, three of the biggest infrastructure companies on the planet - Cloudflare, Shopify, and Google - quietly started rebuilding it for AI agents. Not as an experiment. Not as a beta feature buried in developer documentation. As production…
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The Horizon Trap: Why Your Strategy Only Looks Forward in One Direction
Let us begin with a familiar scene. The annual strategy offsite. A three-year roadmap on the screen. Year one is detailed, year two is vague, year three is aspirational. Everyone nods. The meeting ends. Twelve months later, the same people gather to create another three-year plan that looks…
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The Pilot Trap: Why Your Next Innovation Will Be a Nightmare
And How to Save It Let us begin with a difficult truth. That new pilot you are about to kick off, the one being championed internally as the next major leap in transformation, is more likely to stall than succeed. This will not be because of bad code, immature algorithms or even external market…
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The Board's Dilemma: Navigating 5 Forces Reshaping the Future of Work
Smart, experienced leaders are sitting around polished tables, surrounded by reports that would make a data analyst weep with joy, yet they're more uncertain than I've seen them in years. Why? Because we're navigating something genuinely unprecedented. Five generations working together. Digital…
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Understanding Competence, and why it matters
Introduction: Why Competence Matters More Than Curiosity The growing presence of generative AI tools like ChatGPT in the workplace has sparked a wave of experimentation. Business users are drafting emails, summarising documents, generating product ideas, and even scripting client communications,…
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Old Rules for New Tools: Engineering Principles That Make Agents Work
We are rushing to a development pattern where multi-agent systems, collections of autonomous yet collaborating AI entities, are becoming increasingly critical to business operations. As organisations race to implement these powerful new tools, the question facing CTOs and engineering leaders is…
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Reimagining Software Delivery: One Human, Many AI Agents
Introduction: A Vision of Future Development The intersection of software development and AI agents presents an area ripe for exploration and innovation. Traditional governance practices, often designed for human-centric workflows, demand reimagining in an era where AI teams can handle operational…