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#vendors

3 essays. All writing.

$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.
Define capabilities before you pick the vendorMarch 9, 2026
Dorsey from Block and Botha from Sequoia published a new operating model for AI-native organizations. It looks like architecture, but it is really a strategy for not letting your roadmap become the limit on what your AI can do.
In AI, closed code does not protect you. It isolates you.February 23, 2026
Anthropic's Claude Code leaked 512,000 lines via an npm source map while OpenAI shipped Codex CLI as Apache 2.0 from day one. The lesson is not about open source ideology. It is about where defensibility actually lives in this cycle.