Category Archives: Think Different

If AI is a bubble, the real question is: Who survives the bust

Posted on 9 August 2026 by dselz

AI investment is starting to look like the railroad boom of the 1880s: massive buildout, intense competition, and a likely shakeout. The critical question is not whether the bubble pops, but which assets and operators endure when compute depreciates faster than it can pay for itself. Continue reading →

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When to trust your Gut, and when not to

Posted on 27 July 2026 by dselz

Two early bets, on maps for local.ch and on retrieval augmented models at Squirro, were validated years later by the market, not by a pitch deck. The real lesson is that intuition is only reliable in environments with repeatable patterns and lots of feedback, and dangerously convincing everywhere else. Continue reading →

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Enterprise software won’t be built. It will be assembled

Posted on 7 July 2026 by dselz

Enterprise software is shifting from multi-year builds to fast assembly for a growing class of judgment-heavy processes. The winning pattern pairs a vertical GenAI judgment layer with a horizontal workflow engine that routes work, logs decisions, and makes governance auditable. Continue reading →

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Which AI Projects Survive When Token Subsidies End?

Posted on 6 July 2026 by dselz

Many enterprise AI pilots look ROI-positive only because model pricing is still effectively subsidized. As token costs shift and agentic workflows multiply usage, the winners will be AI projects priced and managed around measurable outcomes. Stress-test your business case at 3× today’s rates and demand cost-per-outcome, not cost-per-seat. Continue reading →

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The switch that crypto never had

Posted on 19 June 2026 by dselz

A single U.S. directive forced Anthropic to abruptly disable its most capable models for users worldwide—without warning—by using export controls that treat access as an “export.” Unlike the cryptography wars, modern AI has a real control point: revocable access to centralized models and compute. The event signals a new operational risk for every company that builds on frontier AI: dependency that can be switched off is not an asset, it’s a liability. Continue reading →

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AI might end up a controlled substance

Posted on 8 June 2026 by dselz

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 →

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AI agents & Marketplaces are like Ryanair & Legacy Airlines

Posted on 7 June 2026 by dselz

Classifieds marketplaces have long operated like hub airports: buyers and sellers are forced through a central portal that charges for the connection. AI agents change that by enabling direct, point-to-point matching across listings—eroding the discovery toll that created outsized margins. With no “long-haul” segment to retreat into, marketplaces face a structural reset toward trust, verification, and assisted closing rather than captive attention. Continue reading →

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A Stress Diagram Cannot Be Scraped

Posted on 28 May 2026 by dselz

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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Magnifica Humanitas: The Pope Just Audited the AI Industry

Posted on 26 May 2026 by dselz

Read as an audit, Pope Leo XIV’s first encyclical lands three critiques the AI industry already knows but rarely admits: frontier systems are cultivated more than engineered, alignment can’t stay a closed in-lab project, and AI has a very real human supply chain. For practitioners, it’s less sermon than board memo—and it comes with regulatory deadlines and due-diligence consequences. Continue reading →

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Buy the Workflow, not the Agent

Posted on 17 May 2026 by dselz

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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