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Category Archives: Business
AI might end up a controlled substance
Public sentiment is turning against AI—not over superintelligence fears, but over electricity and water consumption that show up on real utility bills. As compute becomes measurable and governable, regulation is shifting toward licensing and metering AI like a controlled substance. The winners won’t just have the best models—they’ll have accountability, auditability, and paperwork ready. Continue reading
A Stress Diagram Cannot Be Scraped
Frontier models are becoming interchangeable; the differentiator is context. In industrial manufacturing, the real moat is connecting physical test signals, structured lab data, and cross-system workflow agents that turn measurements into decisions. The winners will pair AI capability with deep domain expertise and the operational wiring that models can’t replace. Continue reading
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Buy the Workflow, not the Agent
If you are buying an agent platform in 2026, you are buying a rebuild in 2027. A few early indicators paint the following picture: The agent is not the problem; the architecture around it is. An agent has three things … Continue reading
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The Regulator nobody lobbied against
The AI industry spends big on lobbying. OpenAI’s CEO personally argued against safety regulations and transparency requirements. The industry’s message was consistent. Regulation will kill innovation. A patchwork of state laws will fragment compliance. Let us self-regulate. They possibly were … Continue reading
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The Token Tax
Every time an AI model gets called, GPU cycles get burned. GPUs cost 6-8x more per operation than traditional CPU compute. That is structural, and right now it is mostly hidden to everyday (enterprise) users. OpenAI projects a cash burn … Continue reading
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The Paradox Is back
In 1987, Robert Solow looked at two decades of corporate IT investment and wrote one of the most quoted lines in economics. “You can see the computer age everywhere but in the productivity statistics.” Nearly forty years later, replace “computer” … Continue reading
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The big Recomposition
In the previous posts I argued that most companies think about AI linearly. Make the process faster. But keep the layout the same. Bolt the electric motor onto the old belt-and-shaft system and call it AI-progress. But there is a … Continue reading
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Transformation is not a Job Title
The average Chief Digital Officer lasts 31 months. Shortest tenure in the C-suite, falling every year. 75% leave the company entirely when they go, not sideways into another role, out the door. Nearly half of CDOs themselves describe the position … Continue reading
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The TikTok AI Trap
You have seen the pattern. A 45-second video of someone typing a prompt into ChatGPT. A flashy demo at a conference. A LinkedIn post with a before-and-after screenshot and the caption “AI just changed everything.” Three thousand likes. Zero production … Continue reading
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The Belt-and-Shaft Problem and its impact on AI
In 1881, the first factory switched from steam to electricity. You would expect a productivity revolution. It did not happen. For nearly 50 years, factories replaced the central steam engine with a central electric motor and kept everything else the … Continue reading
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