September 6, 2026
Trace backward from a failure and you find the cause. Map forward toward an outcome and you find failures of unknown origin after the fact.
August 18, 2026
A contract is a record of what was agreed. It is not a record of how the work is actually done.
July 21, 2026
Aaron Levie said Build for how the world should work. Almost three decades of implementations continue to point to the missing step — build for how it really works, before a court calls it a design output.
July 20, 2026
McKinsey documents in luxury what this archive has recorded since 2004: where intent is first interpreted decides everything downstream. The physics never changed.
July 17, 2026
Nadella, Rousseau and Cotelli all say your AI edge is your knowledge. True — but you only pay for intelligence twice if you never kept your own receipts.
July 15, 2026
"If AI killed consulting, why did the AI companies just hire the consultants? Because adoption was never a software problem — and the receipts go back to 1998."
July 8, 2026
The more capable the AI became, the more the outcome depended on the human — not less.
July 8, 2026
"Before you build the digital twin, how do you know you're twinning the right organization?"
The AI Bubble Has Not Burst in One Explosion. The Strands Show How It Is Unfolding.
October 30, 2026
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The AI bubble has not burst in one explosion. Demand is growing, capital is committed, and cash is under strain, all at once. The outcome will be decided where those strands cross.