INSIGHTS

How we think about the AI era.

Essays and research notes on operating layers, decision architectures and what it means to build an AI-native enterprise.

Every Unused Tool Is a Line Item: The Real Cost of Tool-List Bloat

Tool definitions get resent on every turn because the model can't remember them. That makes bloat a recurring tax — and it's charged against both your bill and…

The True Cost of a Token: Half the Price, Higher Total Cost of Ownership

Every few months a model shows up that resets the price floor, and the group chat fills with the same message: we should switch. This quarter it was GLM-5.2. Op…

The AI Market Grew Up in Three Years. Most Vendors Didn't.

The AI Market Grew Up in Three Years. Most Vendors Didn't. Enterprise AI has lived through three completely different markets in three years — the fastest matur…

The Enterprise AI Paradox - Decision Architecture

A five-part essay series on how AI is reshaping enterprises, competition, and decision-making Over the last eighteen months, I have had the opportunity to discu…

The Enterprise AI Paradox - From Buying Technology to Buying Accountability

A five-part essay series on how AI is reshaping enterprises, competition, and decision-making Over the last eighteen months, I have had the opportunity to discu…

The Enterprise AI Paradox - The Compression of Scale

A five-part essay series on how AI is reshaping enterprises, competition, and decision-making Over the last eighteen months, I have had the opportunity to discu…

The Enterprise AI Paradox - The Age of Abundant Intelligence

A five-part essay series on how AI is reshaping enterprises, competition, and decision-making Over the last eighteen months, I have had the opportunity to discu…

The Enterprise AI Paradox - The Capability Debate Is Over

A five-part essay series on how AI is reshaping enterprises, competition, and decision-making Over the last eighteen months, I have had the opportunity to discu…

Teaching AI to Talk: Why Generating Video Is an Entirely Different Engineering Problem

Most people interact with AI through text. You type something, the AI types back. It feels like a conversation, and the underlying technology — large language m…

AI Isn't Magic — Bad Usage Is Wasting Intelligence

How context bloat silently inflates token spend, degrades output quality, and what you can actually do about it. The Day My AI Started Getting Dumber Three mont…