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Truth Is Believing. Accuracy Is Knowing.
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
"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
"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
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
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
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
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
"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
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
"Incomplete assumptions don't disappear. They accumulate. And when the system scales, reality collects the debt."
Posted in: Commentary
Procurement Insights 
What the Tealbook–Supplier.io Merger Surfaces About Supplier Data Validation — And What Has The Combined Platform Figured Out That The Public Positioning Has Not Yet Surfaced?
May 13, 2026
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"As more CIOs begin to recognize the impact of the shadowy waves, are procurement professionals and providers ready to join the conversation?"