Thinking
Writing on ventures, AI, and how organisations work.
The business of AI: what it actually costs, and where the return comes from
The cost problem with enterprise AI is a success problem. The organisations cancelling contracts are not the ones where AI failed. They are the ones where it worked, usage climbed, and nobody had modelled what that would cost at full volume.
What good venture building looks like
A child running a lemonade stand knows what they are selling, knows who is walking past, knows whether the people they hoped would buy actually did, and knows whether anyone came back. Most corporate ventures cannot say the same.
On AI and what it needs to know
Four pieces on why AI assistants keep falling short on business-specific work, and what the fix actually looks like.
Making Innovation Work
Four pieces on why enterprise innovation and venture programmes fail, and the discipline that makes them work.
Production AI
Pieces on working with AI effectively: engagement, judgement, and the habits that shape the output.
The business of AI
Four pieces on the economics and strategy of enterprise AI, beyond the autonomy story.