Tagged
#ai-strategy
Where the value moves next, and which layer is worth standing on.
6 essays. All writing.
- Your eval suite is a measurement instrumentOctober 9, 2026
Evals are written like unit tests and behave like psychological tests. A century of measurement theory already named the failures teams keep rediscovering.
- Benchmark contamination has an older nameOctober 5, 2026
SRE-Bench spent five thousand expert hours keeping its questions secret. Testing has handled that problem for forty years and calls it something else.
- Average adoption returns less than averageSeptember 16, 2026
Ask how the AI programme is going and you get a percentage of people. The denominator is wrong, and the mathematics of the right one is unforgiving.
- Europe funded the layer that gets cheaper without itJune 22, 2026
On 19 June the Commission funded a sovereign frontier model. That is the one layer that commoditizes itself. The value already moved two layers up.
- The company is the productJune 5, 2026
Sequoia's thesis on the next trillion-dollar company says software is no longer the unit of sale. The work is. Headless is the architectural shape of the bet.
- $5.5 billion to do the work consultancies do todayMay 13, 2026
On 4 May, OpenAI and Anthropic announced enterprise services joint ventures on the same day. Not the model. Not the API. The work. The middleman is the casualty.