Is Microsoft’s 2026 Agentic ERP Architecture A Scaled Version Of The 2007 Mendocino Project — And What Has The Dynamics 365 Team Figured Out That The Public Positioning Has Not Yet Surfaced?

May 12, 2026

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"In 2018, Microsoft Canada President Kevin Peesker said companies will either 'transform or be transformed.' In 2026, Sameer Verma describes where Microsoft has arrived. What sits underneath?"

Posted in: Commentary

Eric Kimberling’s Hidden Cost Of Agile In ERP And The Substrate Underneath It

May 11, 2026

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"Eric Kimberling's piece on agile in ERP names a mechanism the Compounding Technology Shadow Wave™ work has been documenting at multi-decade scale. Agile does not eliminate shadow behavior. It can unintentionally legitimize it."

Posted in: Commentary

The Compounding Technology Shadow Wave™ Trilogy: Executive Summaries

May 9, 2026

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Three pieces, one framework. The structural pattern AI initiatives are inheriting, the diagnosis that names it, and the financial cost of leaving it unresolved.

Posted in: Commentary

Is The Failure Of Your AI Initiative Already Decided By What You Did In 2016?

May 9, 2026

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Three technology waves accumulated before AI arrived. The Hansen Deflator Formula™ measures what AI deployments lose to the inherited substrate — and what changes the math.

Posted in: Commentary

What Is The Compounding Technology Shadow Wave™?

May 8, 2026

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AI doesn't sit alongside the prior shadow waves — it consumes them. The Compounding Technology Shadow Wave™ explains why AI initiatives struggle beyond the pilot stage.

Posted in: Commentary

Marijn’s Data Is Wave Four: Why the AI Adoption Gap Was Always Going to Look Like This

May 8, 2026

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The shadow AI adoption gap isn't a 2026 problem. It's the fourth time the same pattern has played out in thirty-five years.

Posted in: Commentary

When the Constraint Moved: A 2004 Paper, Three Charts, and the Question the Discourse Has Been Avoiding

May 7, 2026

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"Technology did not diminish because it became weaker. It diminished because the real constraint moved somewhere else." A 2004 paper meets the chart that now proves it.

Posted in: Commentary

Why Half of CEOs Believe Their Job Depends on Getting AI Right — And What the Discourse Keeps Missing

May 6, 2026

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AI Success Requires More Than Truth. It Demands Accuracy.

Posted in: Commentary

You Can’t Assess What You Can’t Access: The Power of Independent Longitudinal Verification

May 5, 2026

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"Incomplete assumptions don't disappear. They accumulate. And when the system scales, reality collects the debt."

Posted in: Commentary

When It Comes to AI Success, the Most Important Rule Is This: Truth Is Not the Same as Accuracy

May 5, 2026

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How AI exposes the gap between truth and accuracy faster than any technology before it — and what that means for every commitment-level decision now on the table.

Posted in: Commentary