Insights

Thought leadership and analysis on the future of AI.

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The Use-Case Lottery

Enterprise AI portfolios fail at selection, not execution. Most are stacks of lottery tickets bought by whoever pitched loudest, and the fix is portfolio governance, not more pilots.

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Nobody Bought Productivity

Billions are being spent on AI tools and nobody can measure the productivity gains. The measurement debate has been missing the point. The actual investment thesis, named honestly, is something the budget memo cannot say.

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