Since July 2026 I've been publishing one long argument in weekly instalments: why the economy changed its question, why 95% of enterprise AI fails by design, what an LLM and an AI agent actually are, and what the enterprise must become. The posts and articles below are that argument in reading order. Start anywhere; the numbering will catch you.
Each generation of AI models moves from a stochastic toy toward a controllable framework. That's not disappointment; it's when the technology becomes fit for real work inside a process.
AI capabilities aren't overestimated; the way firms expect to convert them is. The parameter arms race benefits superstars, while profit remains in ordinary processes.
System failure, process failure, human error: your risk register has three columns. Agents add a fourth: the error that arrives through normal operation. What's your entropy budget?