Feb 223 min readOne argument, in orderThe Threat of AI?Threat of IA is overestimated. AI is not developed to be the primary risk yet. There are other more important and urgent risks and threats at the base of the society.
Feb 26, 20252 min readAI-Native EnterpriseGod-from-the-machine and ShacklesA critique of techno-utopian solutions to economic stagnation, arguing that the firm, not AI, must be the true engine of growth.
Nov 5, 20241 min readAI-Native EnterpriseBig Companies and Disrupting TechnologiesArgues that for big companies to innovate, 'fintech thinking' must be directed inward to transform core business and operating models.
Jul 6, 20243 min readOne argument, in orderNvidia's new business strategy, which is changing the WorldAnalyses Nvidia's strategic shift from a chip supplier to an ecosystem provider with its 'AI Factory' concept.
Jul 1, 20243 min readEngine and AgentsAI in business - opportunity, risk or threat?Posits that the real business threat of AI comes from competitors using it, not superintelligence. The opportunity is in process optimisation.