News & Articles
When AI Makes Everyone Fast, Options Win
My first trip to New York City was three companies ago. I was a young executive there for the meeting you prepare for by reading your deck a thousand times. Top floor of the headquarters of one of the biggest banks in the world. A conference room designed to remind...
The Competitive Advantage of Human Judgment in AI-Driven Work
AI made the deliverable cheap, and the judgment expensive. You look at a polished strategy deck that just landed on your desk. Forty pages. Clean structure. The right citations. The right shape. A year ago, that would have told you something. Now you look at it, and...
The Four-Layer Test: How Deep Can AI Actually See into Your Company?
Recently, Andrej Karpathy, a co-founder of OpenAI and the former Director of AI at Tesla, posted something that should keep every executive up at night. He described giving an AI coding agent a paragraph of instructions to build a video analysis system. The agent...
Shadow AI: Stop Requiring Permission. Start Providing Lanes.
A friend runs operations at a bank you've most definitely heard of. Last quarter they had a rapid hiring phase. Dozens of roles. Hundreds of candidates. She used AI to screen resumes, draft interview questions, and compare candidates across criteria. Faster decisions....
Why Your AI Strategy is Already Obsolete, and What to Build Instead
Maps Admire the Past. Compasses Survive the Future. There are decades where nothing happens, and weeks where decades happen. We're in those weeks now. Those weeks are what your compass is for. Every Monday morning, somewhere in Silicon Valley, Shanghai, or Singapore,...
How AI Changes the Mathematics of Luck
A story of more tickets, smaller lottery Fifteen years ago, I had perfect clarity. My team and I were going to change how people listened to radio. Six months of grinding. Twenty-five thousand dollars invested. Launch week: more than 100,000 downloads. We blasted...
The Field Guide to Building AI Agents
If the word “agent” makes you think of tuxedos and martinis before tokens and context windows, you’re not alone. Hollywood taught us to picture a single, flawless operator, unflappable, omniscient, and never waiting on further instructions. The reality of AI is...
Finding the Line Between Human and AI
The email loomed like a bad car wreck. I didn’t want to look at it, but I couldn’t look away. My reply window stared back, blank and unhelpful, the cursor mocking me with every blink. I wasn’t stalling. I was paralyzed by the stakes. How do you apologize for something...
Thinking in AI: Your First 30 Days
I was tired, it was late, and I needed to deliver an AI policy for a client by morning. It should’ve been easy; I’d done dozens before. This time, I figured I’d earn some extra sleep by letting ChatGPT tackle the first draft. Thirty minutes later, I was still...