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…
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…
The hyperscalers have spoken. Microsoft, Google, and AWS have each published production reference architectures for agentic AI. The naming differs, the services differ, but the underlying patterns are remarkably similar. This matters because it signals where enterprise AI is heading and what…
In October 2025, Channel 4 aired a documentary about AI and employment. The presenter, Aisha Gaban, delivered her lines with the slightly stilted cadence you expect from documentary narration. She looked professional. She sounded credible. And at the end of the programme, she revealed something…
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…
A Pattern-Based Approach While organisations rush to implement AI agents, they're overlooking something crucial: the patterns for successful AI agent implementation already exist in their businesses. After working through numerous AI agent developments, I've noticed a striking insight - we're…