AI Strategy
AI Is Becoming a Portfolio, Not a Project
Treating AI as a set of projects produces a museum of pilots. Treating it as a managed portfolio produces compounding advantage.
November 18, 2025 · 6 min read
Insights
Independent perspectives on enterprise AI.
A research library, not a blog. The firm's point of view on the questions that determine whether AI creates advantage.
Need this for your specific decision? Research & Intelligence →
Selected Research
Autumn 2025 · Three pieces
AI Industrialization
The Industrialization Gap in Enterprise AI
The distance between a working pilot and a production capability is where most enterprise AI value is quietly lost.
October 30, 2025 · 7 min read
AI Strategy
Build, Buy, or Partner? A Framework
The most consequential AI decisions are not about models. They are about what to own, what to rent, and what to build together.
October 9, 2025 · 6 min read
The Library
Browse by topic.
AI Strategy
AI Is Becoming a Portfolio, Not a Project
Treating AI as a set of projects produces a museum of pilots. Treating it as a managed portfolio produces compounding advantage.
6 min read
AI Industrialization
The Industrialization Gap in Enterprise AI
The distance between a working pilot and a production capability is where most enterprise AI value is quietly lost.
7 min read
AI Strategy
Build, Buy, or Partner? A Framework
The most consequential AI decisions are not about models. They are about what to own, what to rent, and what to build together.
6 min read
Decision Intelligence
From AI Models to Decision Systems
A model produces a prediction. A decision system produces an action, an owner, and an audit trail. Enterprises need the second.
6 min read
Agentic AI
Why Agentic AI Is an Organizational-Architecture Problem
Agents fail in production for the same reasons organizations do, unclear authority, weak escalation, and no accountability.
7 min read
AI Governance
What Boards Need to Understand About AI
Boards do not need to understand transformers. They need to understand exposure, investment, and the questions to put to management.
5 min read
Enterprise AI
Why Data Maturity Is Still AI Maturity
The generative era did not repeal the old truth: an organization's AI ceiling is set by its data foundation.
5 min read
Global AI
AI Sovereignty and the Emerging-Markets Opportunity
The leapfrog thesis is real, but it is not automatic. It depends on strategy fit to local infrastructure, economics, and institutions.
7 min read
AI Economics
Value Is Moving From Models to Applications
As foundation models commoditize, durable advantage is migrating to the application layer with the decisions, data, and workflows around them.
5 min read
Decision Intelligence
From Generative AI to Decision Intelligence
Generative AI made content cheap. The enterprise prize is different: better decisions, made faster, at scale, with accountability intact.
6 min read
Our Point of View
Nine convictions that run through the work.
01
AI is a portfolio, not projects.
02
AI strategy starts with business strategy.
03
Industrialization matters more than experimentation.
04
Data maturity is AI maturity.
05
Value increasingly lives in applications, not models.
06
Agentic AI is an orchestration and governance problem.
07
Build, buy, or partner is a strategic choice.
08
AI transformation is organizational transformation.
09
Decision intelligence is the destination.