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Truth Is Believing. Accuracy Is Knowing.
The Spreadsheet Test: Why the Inferior Tool Keeps Winning
June 22, 2026
"A $50-billion industry has spent decades trying to kill the spreadsheet. It's still here — and that's not a failure of adoption. It's the physics showing through."
Posted in: Commentary
The Invariant Physics of the Hansen Models™
June 22, 2026
"The names of the technologies change. The variable that decides the outcome does not."
Posted in: Commentary
The Convergence Is the Signal: What AI Is, What It Isn’t, and What It Means
June 21, 2026
"Different industries, different experts, opposite starting points — and the same conclusion. After nearly three decades of documented outcomes, the convergence itself is the signal."
Posted in: Commentary
Claude Acknowledged the Flaw. The Architecture That Addresses It Has Been Running Since 1998.
June 19, 2026
One of the leading AI companies just acknowledged, on its own support page, that a single model can be confidently wrong — and told users not to rely on it as a single source of truth. That isn't a reason to trust AI less. It's the exact limitation I've been building around since 1998.
Posted in: Commentary
Let’s Stop Crediting Technology for Success, and Blaming Technology for Failure.
June 18, 2026
How HP proved technology is necessary and never sufficient.
Posted in: Commentary
Gartner Drew the Other Half of the Chart. Toyota Stands in Both.
June 18, 2026
"For Want of a Nail: Toyota's Fall and Climb to the 2026 Gartner Pyramid."
Posted in: Commentary
A Single Dot Became an Entire Hype Cycle. The Architecture Underneath It Was Running in 1998.
June 18, 2026
"Understanding the ubiquitous dot on Gartner's Hype Cycle — a graphic unchanged since 1995 — and what it means for AI success in 2026."
Posted in: Commentary
The Doer Model Is the Right Shape. Whether It Holds Depends on the Floor.
June 15, 2026
"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."
Posted in: Commentary
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
The Tower of Babel Problem: Why Smart People Keep Talking Past Each Other
June 23, 2026
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"Smart people across disciplines rarely fail because they disagree. They fail because no one translated."