Insights
Frameworks, analysis, and field notes from a team that has built at Carousell, Goldman Sachs, and Bain.
After advising AI programs across three continents, we have identified the five patterns that separate programs that deliver from those that do not.
Every quarter without a coherent AI strategy is not neutral. It is actively destroying competitive position. Here is the math.
Two companies with identical technology, budgets, and talent can get radically different AI outcomes. The difference is how the engineering org is structured.
Your data science team generates insights. Your revenue team needs actions. The gap between them is where value goes to die.
The narrative that Europe is falling behind in AI misses the real story: European enterprises are becoming the world's most sophisticated AI buyers.
Most vendor evaluations take weeks and produce no useful signal. Here is a 60-minute framework that actually tells you what you need to know.
Fine-tuning your own model sounds strategic. For 90% of companies, it is an expensive distraction from building great products.
After years of vague AI promises, MWC 2026 showed that telecom operators are moving from PowerPoint AI to production AI.
Product managers who cannot evaluate AI capabilities, define AI-specific requirements, and manage probabilistic systems are becoming obsolete.
Every failed AI project we have audited has the same root cause. It is not the model. It is not the team. It is the data.
The US AI consulting market is massive and growing. The problem is that most of the spend produces PowerPoints, not products.
The multi-agent hype is overblown for most use cases but genuinely transformative for a specific few. Know the difference.
While Europe debates regulation and the US debates politics, Dubai is building AI infrastructure at a pace that should concern both.
The best AI roadmaps are defined as much by what they cut as by what they add. Most teams are afraid to kill projects.
Most companies do not realize they are locked in until they try to leave. By then, the switching cost is measured in quarters, not weeks.
The difference between companies that get ROI from AI and those that do not comes down to one word: programs.
The EU AI Act enforcement begins in August 2026. Most companies have not even started their compliance programs.
DeepSeek proved that frontier AI performance does not require frontier budgets. Your vendor strategy needs to adapt.
While enterprises are stuck in governance reviews, mid-market firms are deploying AI faster and seeing returns sooner.
Companies treating AI governance as a checkbox will lose to those treating it as a strategic capability.
Anthropic's expanding model lineup is forcing enterprises to rethink their LLM procurement strategy from the ground up.
The build vs. buy calculus has fundamentally changed. Most companies are making this decision with outdated assumptions.
2026 AI budgets are the largest ever approved. The hard part is not getting the money, it is spending it wisely.
Bolting AI onto existing products is a losing strategy. The winners are rethinking the product from the ground up.
Join CTOs, CPOs, and product leaders who read our insights. No spam, just substance.