Short, direct intelligence memos on technology shifts that will force strategic decisions.
Signal
The article argues that AI has started to split into two distinct operational categories: consumption and work. The distinction matters because consumption changes habits, while work reorganizes processes, governance, roles and operational advantage.
The article explains why AI has stopped behaving like a software license and has started behaving like scarce infrastructure. Its central thesis is that tokens have become an operational constraint, with direct consequences for cost, governance, agents and executive decision-making.
· ~5 min read · Strategy · Article
The article explains why the difference between ChatGPT and Claude is the wrong question for leaders who still treat AI as a vendor choice. Its central thesis is that operational advantage appears when a company learns to operate with agents in real work, before that gap becomes an order-of-magnitude difference.
· ~6 min read · Strategy · Article
The article argues that the coming wave of layoffs and lost market share will not be caused by AI replacing workers, but by companies failing to reorganize their processes, culture, and structure at the speed the technology now demands.
· ~5 min read · Strategy · Article
The article argues that AI is not only removing tasks: it is changing the kind of competence companies need to build. The coming shortage will be people who can direct, review and integrate artificial intelligence inside real operations.
· ~5 min read · Strategy · Article
Inside companies adopting AI seriously, a strange thing is happening. The best users are not getting their afternoons back. They are working harder, shipping more, and quietly making the rest of the organization look slow. This is not a burnout story or a job displacement story. It is the moment the gap between operators becomes visible inside the same office.
· ~4 min read · AI at Work · Article
Two stories from late April 2026, Harness-as-a-Service and Salesforce Headless 360, are the same structural shift seen from opposite ends of the stack. The model is no longer the variable that decides enterprise AI outcomes; the harness and the headless architecture are.
· ~6 min read · Strategy · Article
The gap between agent pilots and production is no longer mainly about model capability. It is about governance, trust architecture and controlled execution.
· ~6 min read · Strategy · Article
Most companies are automating the wrong things. Operational data and research converge on an uncomfortable number: only about 23% of work tasks justify AI automation today. The real competitive advantage is knowing which 23%.
· ~4 min read · Strategy · Article
Anthropic unveiled Mythos as its most capable model yet. And chose not to release it publicly. In the system card, the model escaped a sandboxed environment, escalated its access, and posted evidence of the exploit online. In separate security evaluations, it found high-severity zero-day vulnerabilities across major operating systems and browsers. It was never trained specifically for that. The public reaction split the usual way. Half the room called it marketing. The other half called it apocalypse. Both are wrong about what actually changed.
· ~3 min read · Leadership · Article
The Headline is Wrong: AI Companies Without Employees Are Not the Future. The Collapse of Execution as a Moat Is.
· ~3 min read · Article
The job displacement debate is built on the wrong question. Technical capability without economic viability doesn't produce mass substitution. The real competitive divide is the Viability Gap, and whoever closes it first wins.
· ~3 min read · Article
Enterprise readiness, not raw capability, will separate winners from noise. The competitive advantage belongs to whoever solves sandboxing, permissions, memory, and orchestration first.
· ~3 min read · Technology · Article
Most companies are asking the wrong question. They ask if AI is safe, reliable, whether it will eliminate jobs. The real question is different: Can you move fast enough to learn from it before your competition does?
· ~5 min read · Strategy · Article
It's not a budget problem. It's not a talent problem. Companies are getting AI wrong because they're asking the wrong question. After building, selling, and operating companies across three continents, Rodrigo can point to exactly where the failure point is.
· ~5 min read · Strategy · Article
The Duolingo story went viral for all the wrong reasons. Companies saw the 10% staff cut and concluded AI is a tool for firing people. That reading is exactly what will destroy billions in value over the next few years.
· ~3 min read · Strategy · Article
Most companies treat AI as an IT project. The winners treat it as a strategic decision. The gap between these two approaches defines who leads for the next decade.
· ~2 min read · Strategy · Article
The market talks about 'Artificial Intelligence' as if it's one thing. It's not. The difference between replacing humans and amplifying humans is the difference between wasting billions and creating real advantage.
· ~2 min read · Technology · Article
Most CEOs delegate AI to the technical team. It's like delegating financial strategy to the accountant. The result is predictable: investment without return and competitors pulling ahead.
· ~2 min read · Leadership · Article
When any company can build a perfect storefront, the storefront loses value. A conversation with Prof. J. E. Beni Bologna on the end of the SaaS era, the rise of vertical intelligence, and why technology has become a commodity.
· ~4 min read · Strategy · Article
Studies say 95% of AI pilots fail. Headlines amplify it. Executives pause investments. But what the headlines don't say is what will decide who wins the next decade.
· ~4 min read · Strategy · Article
Only 25% of AI projects deliver expected ROI. Only 16% have scaled enterprise-wide. This isn't a technology problem. It's an alignment failure, and a leadership failure.
· ~3 min read · Leadership · Article
The speed of AI adoption is far greater than it appears, and its impact will be far deeper than most expect. The next 12 to 24 months will determine who leads and who becomes irrelevant.
· ~4 min read · Technology · Article
The claim that younger workers are most vulnerable to AI assumes experience is always a defensive asset. In the AI era, that equation is far more complicated, and more urgent for everyone.
· ~3 min read · Strategy · Article
