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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.

Harvard and INSEAD: Same AI Tools, 1.9x the Revenue
Business Strategy
· 4 min read

Harvard and INSEAD: Same AI Tools, 1.9x the Revenue

515 startups got identical AI tools and training. The random half shown where to put AI earned 1.9x the revenue. The bottleneck is mapping, not access.

Harvard Business School INSEAD Rembrand Koning
MIT: Half-Done AI Costs S&P 500 Firms Up to 3 Margin Points
Business Strategy
· 5 min read

MIT: Half-Done AI Costs S&P 500 Firms Up to 3 Margin Points

MIT scored 4,470 S&P 500 annual reports. Non-tech firms stuck in AI pilots earn 2 to 3 points less net margin than firms that never started.

MIT FutureTech productivity J-curve net profit margin
Amazon Just Walk Out and the humans behind the cameras
Business Strategy
· 4 min read

Amazon Just Walk Out and the humans behind the cameras

A 2024 report about Amazon Just Walk Out is circulating again on LinkedIn this week. The lesson for anyone buying AI automation still holds.

Amazon Just Walk Out AI automation
Harvey vs. MikeOSS: the code is free, the risk isn't
Business Strategy
· 5 min read

Harvey vs. MikeOSS: the code is free, the risk isn't

MikeOSS matches most of what Harvey does, for free. But someone still has to carry the operational and contractual risk that Harvey takes off a client's plate.

MikeOSS Harvey open source AI
Tobi Lütke's 'Slop Grenades' and Who Reviews Them
Business Strategy
· 4 min read

Tobi Lütke's 'Slop Grenades' and Who Reviews Them

Shopify's CEO mandated AI use in 2025. In September 2026 he named the backlash: 'slop grenades.' Mandating use and assigning review are not the same decision.

Tobi Lutke Shopify slop grenades
Altman, Zuckerberg and Nadella fear the same AI outcome
Business Strategy
· 5 min read

Altman, Zuckerberg and Nadella fear the same AI outcome

Three AI CEOs named concentration of power as the danger, then bet opposite ways on the fix. What each bet means for your lock-in, pricing and model access.

Sam Altman Mark Zuckerberg Satya Nadella
GPT-6 Astra Is Rated Critical for Cyber. Who Signed Off?
Business Strategy
· 5 min read

GPT-6 Astra Is Rated Critical for Cyber. Who Signed Off?

OpenAI rated GPT-6 Astra Critical for cybersecurity under its own framework. Read as a procurement document, its system card is missing what SOC 2 requires.

GPT-6 Astra OpenAI SOC 2
Cohere encrypted inference so it cannot read your prompts
Business Strategy
· 4 min read

Cohere encrypted inference so it cannot read your prompts

Cohere shipped encrypted Model Vault, where keys are born inside the enclave and Intel attests the hardware. The same week it signed the Aleph Alpha merger.

Cohere Aleph Alpha confidential computing

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