Short, honest writing on what is working, what is not, and what we are learning inside real organisations.
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…
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…
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…