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Topic

strategy

5 essays on this topic.

Papers
  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.