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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.

Fintual Manages 2x Nubank's AUM With 1/500th the Customers
Business Strategy
· 5 min read

Fintual Manages 2x Nubank's AUM With 1/500th the Customers

Fintual manages $2.2B+ in funds, double what Nubank's funds manage, with 200K customers versus Nubank's 100 million. Its CEO disrupted himself first.

Fintual Nubank AI-native company
Cloudflare's x402 Toll Booth: 15 of 15 Facilitators Failed
Business Strategy
· 7 min read

Cloudflare's x402 Toll Booth: 15 of 15 Facilitators Failed

Cloudflare, AWS, Visa, and 37 other companies just built payment rails for AI agents. A USENIX paper found security violations in all 15 facilitators tested.

Cloudflare x402 Monetization Gateway
Indeed Hiring Lab: AI-Exposed Jobs Are Growing Again
Business Strategy
· 7 min read

Indeed Hiring Lab: AI-Exposed Jobs Are Growing Again

Indeed Hiring Lab found a reversal: occupations most exposed to AI, which fell the most through 2026, are now hiring faster than the rest of the market.

Indeed Hiring Lab AI hiring labor market
Five Tech Giants Back ARD. Anthropic Isn't Invited
Business Strategy
· 7 min read

Five Tech Giants Back ARD. Anthropic Isn't Invited

Google, Microsoft, Salesforce, ServiceNow, and Snowflake back ARD, a new protocol for AI agent discovery that pointedly leaves out Anthropic and OpenAI.

ARD MCP Model Context Protocol
Your Marketing Team Doesn't Need a Trained AI Model
Business Strategy
· 7 min read

Your Marketing Team Doesn't Need a Trained AI Model

Nadella says every company should train its own AI model. Levie and Zhang say that's harder than it looks. What marketing needs to protect is its criteria.

Satya Nadella Aaron Levie Jesse Zhang
Cisco Just Gave 90,000 Employees a Personal AI Agent
Business Strategy
· 7 min read

Cisco Just Gave 90,000 Employees a Personal AI Agent

Cisco's CFO confirms every employee gets a cost-routed AI agent by fiscal year start. On-prem infrastructure, smart routing, and an unresolved trust question.

Cisco AI agents AI governance
Apple v. OpenAI Shows the IP Leak No Model Policy Stops
Business Strategy
· 7 min read

Apple v. OpenAI Shows the IP Leak No Model Policy Stops

Apple sued OpenAI on July 10 citing 400+ former employees. Musk and Altman turned it into an X feud that weekend. The real lesson is somewhere else entirely.

Apple OpenAI lawsuit trade secret theft talent governance
Microsoft Canceled Claude Code for Its Own Engineers
Business Strategy
· 6 min read

Microsoft Canceled Claude Code for Its Own Engineers

Microsoft canceled Claude Code for its own Windows and Microsoft 365 engineers just six months in, once token billing blew past its annual AI budget.

Microsoft Claude Code GitHub Copilot
Nadella's Reverse Information Paradox Misses One Step
Business Strategy
· 7 min read

Nadella's Reverse Information Paradox Misses One Step

Satya Nadella says AI flips Kenneth Arrow's Information Paradox: buyers now leak knowledge to vendors. His trust-boundary fix assumes you know what to protect.

Satya Nadella information paradox AI trust boundary

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