Topic
strategy
5 articles
The Long View: Open-Source AI and the Battle Over the Stack
Meta gives away its models. Startups build on them. Incumbents feel the pressure. Is this a sustainable equilibrium — or the early phase of something bigger?
The Long View: The End of the SaaS Era
The software model that defined two decades of technology — selling seats to dashboards — is being structurally undermined by AI, and the consequences will reshape the entire industry.
The Pilot Trap: Why Enterprise AI Projects Stall and What Separates the Companies That Scale
Most enterprise AI initiatives never graduate from pilot to production — the barriers are organizational and economic, not technical, and the companies that overcome them share a distinct playbook.
The Long View: When Models Become Commodities
GPT-4-level intelligence is rapidly approaching commodity pricing — and the consequences for where value accrues in the AI industry will reshape the entire technology landscape.
The Long View: 2025, the Year AI Satisficed
Looking back at 2025 as the year AI crossed from impressive demos to good-enough-for-real-work, and why the gap between frontier capabilities and what enterprises actually need matters more than the frontier itself.