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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.

Goldratt diagnosed AI workflow gridlock in 1984
Business Strategy
· 8 min read

Goldratt diagnosed AI workflow gridlock in 1984

Alex Wang named the symptom this week: AI moves the bottleneck instead of removing it. Eli Goldratt diagnosed this 42 years ago and left the cure.

Theory of Constraints Eliyahu Goldratt AI workflow
Your AI bill comes from places you aren't looking
Business Strategy
· 9 min read

Your AI bill comes from places you aren't looking

Three token-bill incidents in 14 days. The pattern isn't runaway usage. It's surface area: dormant credentials, silent vendor changes, context noise.

AI cost discipline Gemini API Truffle Security
Tokens per shipped feature: the new KPI for AI budgets
Business Strategy
· 9 min read

Tokens per shipped feature: the new KPI for AI budgets

Peter Steinberger spent $1.3M on tokens in 30 days. Riaz Khan replied on LinkedIn with the KPI that actually measures enterprise AI: tokens-per-shipped-feature.

tokens AI KPI enterprise AI budget
AI doesn't cheapen your product, it changes your margin
Business Strategy
· 8 min read

AI doesn't cheapen your product, it changes your margin

OpenAI launched Deployment Co. Anthropic hit $45B ARR. Stripe embeds 1 AI engineer per 20 employees. Prices aren't falling. The delivery stack changed.

AI Maestro Technology Partner OpenAI Deployment Company
Building costs zero. Distribution is the new investment.
Business Strategy
· 11 min read

Building costs zero. Distribution is the new investment.

Aaron Levie, Gergely Orosz, and Eric Siu published the same thesis in 36 hours: building got commoditized. Owned distribution loops are the 2026 moat.

distribution strategy moat Aaron Levie
Your AI plateaus if it doesn't dream between sessions
Business Strategy
· 9 min read

Your AI plateaus if it doesn't dream between sessions

Anthropic shipped dreaming in agents on May 6. The difference between AI that compounds and AI that plateaus is architectural, not model-driven.

dreaming agent memory agentic architecture
Building got cheap. Deciding what to build didn't.
Business Strategy
· 8 min read

Building got cheap. Deciding what to build didn't.

Andrew Chen and Aakash Gupta said the same thing from different microphones. When building got cheap, deciding what to build became the new scarcity.

product strategy decision-making Andrew Chen

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