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Truth Is Believing. Accuracy Is Knowing.
The Radius Was Never the Limit. It Was the Condition.
June 13, 2026
"Braum's bounded itself to a 300-mile circle, and the market calls it caution. It's the most disciplined growth decision in American retail — and the same law that governed a cotton exchange in 1931."
Posted in: Commentary
I’ve Had This Conversation With CIOs for Decades. This Time, the CIO Was an AI.
June 13, 2026
"I've had this conversation with CIOs for forty-three years. Last week I had it with an AI — and it made the same mistake."
Posted in: Commentary
Everyone Found the Right Words. No One Reached the Floor.
June 12, 2026
"Strip the branding off a dozen AI maturity models and the skeleton is identical. Here's the one layer none of them measures."
Posted in: Commentary
What do suppliers, couriers, buyers, and AI* agents have in common?
June 11, 2026
"We've governed suppliers, couriers, and employees for decades. Then an AI agent enters the room — and somehow all the questions vanish. That's the entire mistake."
Posted in: Commentary
An Introduction to the Next Generation in AI: Stepping Into the Shadow for Good Governance
June 11, 2026
"'The AI said so' is not something you can defend to a board, a regulator, or an audit committee. This session is about what you say instead."
Posted in: Commentary
The Models Were Right Across Every Technology Era. The Technology Kept Changing. The Determinant Didn’t.
June 10, 2026
"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."
Posted in: Commentary
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 Doer Model Is the Right Shape. Whether It Holds Depends on the Floor.
June 15, 2026
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"A leading analyst just described the org structure of the AI era. I drew it in 1999 — before the cloud, before SaaS, before any of it existed. Here's the one condition his model still needs."