The Tip of the Iceberg

June 9, 2026

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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

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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

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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

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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

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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

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"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

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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

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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

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"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

Before You Appoint Someone to Own AI, Ask Whether AI Is a Thing You Own

June 2, 2026

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What do a Chief Data Officer and Chief AI Officer have in common?

Posted in: Commentary