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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.

The runtime is a commodity now. The moat is the workflow.
Business Strategy
· 8 min read

The runtime is a commodity now. The moat is the workflow.

Anthropic prices agent runtime at $0.08/hour and wipes out a cohort of infra startups. McKinsey: 80% of firms still see no AI impact on earnings.

Anthropic Managed Agents McKinsey
Meta records employees to train their replacements
Business Strategy
· 13 min read

Meta records employees to train their replacements

On April 21 Meta installed MCI to record US employees' mouse and keyboard. On May 20 it plans to cut 8,000 jobs. That capture clause is coming to SaaS.

Meta workplace surveillance Model Capability Initiative
'Vibe Coding Cleanup Specialist' is now a LinkedIn title
Business Strategy
· 10 min read

'Vibe Coding Cleanup Specialist' is now a LinkedIn title

Lovable leaked source code and Supabase service_role keys from pre-Nov 2025 projects via BOLA. 'Vibe Coding Cleanup Specialist' is a real job title now.

Lovable BOLA vibe coding
Your AI attack surface isn't the model. It's OAuth.
Business Strategy
· 9 min read

Your AI attack surface isn't the model. It's OAuth.

Vercel got compromised on April 19 through a third-party AI tool's OAuth grant. It's the third breach this quarter with the same shape. What to fix now.

AI security vendor governance OAuth
Uber Burned Its Annual AI Budget in Four Months
Business Strategy
· 8 min read

Uber Burned Its Annual AI Budget in Four Months

Uber's CTO admitted Claude Code torched the full-year AI budget in four months. Adoption is now moving faster than any corporate budget cycle.

AI governance Claude Code Uber
Taste Debt: The Real Cost of Removing Yourself From AI
Business Strategy
· 6 min read

Taste Debt: The Real Cost of Removing Yourself From AI

Peter Steinberger named the real failure mode of agentic workflows: pulling yourself out too early. The bill that shows up later I call taste debt.

taste debt agentic AI AI governance
Google's $180B: The Enterprise Signal Nobody Reads
Business Strategy
· 9 min read

Google's $180B: The Enterprise Signal Nobody Reads

Google went from $30B to $180B in AI CapEx. No keynote needed. For enterprise buyers evaluating AI vendors, that number tells more than any product demo.

Google CapEx TPU
Your Team Passes Jira Tickets. Figma Plays Total Football.
Business Strategy
· 7 min read

Your Team Passes Jira Tickets. Figma Plays Total Football.

Figma and OpenAI run fluid product teams: designers code, PMs prototype. But Holland lost the 1974 final. Fluidity without governance doesn't ship products.

total football Figma OpenAI
Your AI Bottleneck Isn't the Model. It's the Context.
Business Strategy
· 9 min read

Your AI Bottleneck Isn't the Model. It's the Context.

Aakash Gupta's rule after 1,500 hours in Claude Code: CLAUDE.md should be almost empty. Enterprise AI pilots need the same context discipline.

context engineering AI architecture Claude Code

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