Posts about strategy
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The Unexplainable Alpha
In AI agent systems, execution commoditizes. Research commoditizes. Coordination commoditizes. Taste — the ability to forecast what will matter — is the bottleneck that doesn't automate away.
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Why Nobody Builds Cross-Vendor AI Orchestration
Every AI lab builds single-vendor orchestration. The cross-vendor layer is a gap — and it's a gap for a reason.
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The Upstream Constraint Pattern
In digital transformation, the bottleneck is almost always upstream of where the pain is felt. Mox is the cleanest case study.
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Five Archetypes of AI-Era Business Defensibility
When AI models commoditize, the moat isn't the model. It's the infrastructure AI must flow through but can't replace. Five archetypes of what that looks like.
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Most Banks Don't Need an AI Strategy
The real project isn't artificial intelligence. It's the data infrastructure that AI exposes as broken.