Subscribe:
RSS feed
Truth Is Believing. Accuracy Is Knowing.
The Tip of the Iceberg
June 9, 2026
We didn't predict agentic AI. We built the model that agentic AI now has to live inside — twenty-seven years ago.
Posted in: Commentary
An AI Agent Is an Extension of the Ecosystem — Not the Ecosystem
June 8, 2026
In January 2025 I asked whether any AI could tell me what time of day orders come in. One did — right after I told it order timing was the variable. That one-second gap, between answering a question and knowing which question to ask, is why adding an AI agent to an undiagnosed field doesn't build an intelligent ecosystem. It builds a faster version of the existing misalignment. Gemba walks one floor. The agent field has no floor.
Posted in: Commentary
The Standard Wasn’t the Answer in 2008. Sovereignty Isn’t the Answer in 2026.
June 8, 2026
Why IT keeps getting blamed for failures that were decided before the platform was ever chosen.
Posted in: Commentary
The AI Winners Were Winning Long Before AI Arrived
June 7, 2026
The companies everyone cites as proof that AI works were winning long before AI arrived.
Posted in: Commentary
They All Named the Right Variable. None of Them Changed the Result.
June 6, 2026
Four firms. Four acronyms. Forty years. One diagnosis — and the failure rate never moved. Why?
Posted in: Commentary
Technology Is the Final Piece — Not the First
June 5, 2026
"What really happens when your AI technology works — and nothing changes?"
Posted in: Commentary
The New Ariba Interviews Are the Vertice Interviews
June 4, 2026
From Ariba 2007 to Vertice 2026 — has the substrate misalignment that derails most initiatives finally been addressed?
Posted in: Commentary
The End of Functional Silos Has Arrived. The Direction Just Reversed.
June 4, 2026
When the CFO and the COO are the same person, what happens to the silos? I wrote about this in 2008. Brittany Bagley just embodied it in 2026.
Posted in: Commentary
Maverick Spend Was Never the Problem
June 3, 2026
"For twenty years we tried to eliminate maverick spend. The AI era is about to show us it was never the problem — it was the signal."
Posted in: Commentary
The Models Were Right Across Every Technology Era. The Technology Kept Changing. The Determinant Didn’t.
June 10, 2026
0
"A claim is only worth anything if it could have been wrong. Mine could have been — every technology era for more than two decades. It wasn't."