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Articles about Business Strategy

Honest analysis of AI applied to real operations. No hype, just judgment: what you control, what you can prove, and what to build that your competitors can't.

SpaceX Automates Last. You Do It First.
Business Strategy
· 5 min read

SpaceX Automates Last. You Do It First.

The method SpaceX uses to redesign rockets puts automation dead last, after questioning, deleting and simplifying. Most AI projects start where it ends.

AI automation SpaceX process redesign
Someone Else Controls Your AI's Kill Switch
Business Strategy
· 7 min read

Someone Else Controls Your AI's Kill Switch

On Friday a government switched off two frontier models for everyone. If your operation runs on a capability you don't control, you own a continuity risk.

business continuity vendor lock-in model routing
Your price is a loan against your customer's trust
Business Strategy
· 6 min read

Your price is a loan against your customer's trust

Silvia Adlesic said it plainly: willingness to pay measures what the customer believes, not what you built. In the AI era, belief corrects in 48 hours.

pricing strategy willingness to pay information asymmetry
Anthropic measured its own AI. Can you prove yours?
Business Strategy
· 6 min read

Anthropic measured its own AI. Can you prove yours?

Anthropic says Claude writes most of its merged code and its engineers ship 8x more per quarter. The new line isn't who uses AI, but who can prove output.

Anthropic Claude AI metrics
A $1,500 cap on AI treats the symptom, not the cause
Business Strategy
· 5 min read

A $1,500 cap on AI treats the symptom, not the cause

Uber capped AI spend at $1,500 per person and one company burned $500M on Claude in a month. The cap treats the symptom, not agents turned loose.

AI spending cap AI costs tokens
Peak AI confidence, and the downslope nobody owns
Business Strategy
· 6 min read

Peak AI confidence, and the downslope nobody owns

Building AI has never been cheaper, so the bet is to build. But 95% of pilots move no P&L, and in most companies nobody owns the downslope of the curve.

Dunning-Kruger AI adoption AI transformation
Agent Autonomy Is a Liability, Not a Feature You Buy
Business Strategy
· 7 min read

Agent Autonomy Is a Liability, Not a Feature You Buy

Cognition raised $1B at a $26B valuation for an autonomous coding agent. In production, autonomy is the first thing that breaks. How much should you give it?

AI agents autonomous agents software architecture
Your agent invoiced $0.00. The logs never saw it.
Business Strategy
· 8 min read

Your agent invoiced $0.00. The logs never saw it.

A sales agent wrote a flawless $0.00 invoice for a 14-seat deal. The pricing API was correct. Every log was clean. Only the full execution trace explained it.

AI agents AI observability AI governance
The pyramid before the agent: you almost never need one
Business Strategy
· 7 min read

The pyramid before the agent: you almost never need one

The 'AI consultant' title expires. What stays is a discipline: start with a deterministic workflow and climb to an agent only when the problem demands it.

automation pyramid AI agents deterministic workflows

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