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AI is changing technology, competition, organisations, incentives, and power. I write about the second-order effects and strategic shifts leaders can’t afford to miss.

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Latest Issues

Part One: Private Equity Value Creation - Turning the Investment Thesis into an Operating Plan

Private equity is not generating returns in the way that it is expected to. The investment returns are not showing up, and there is an increasing reliance on operational alpha. This is why value creation on a repeatable basis is important....

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More Intelligence for Less? Check Your Subscription.

About my CEO briefing series: When something significant moves in enterprise AI, most coverage explains what happened. This explains what it means for how you run your organisation.

One development. Five minutes. The briefing I would give...

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When Models Make Decisions, What Must the Enterprise Decide?

Enterprises have used classification and decision models for years. Jev does not change that. What changes is the interface and economics of making automated decisions.

TypeSafe AI’s new model takes a defined state, typed questions and per...

21 days ago
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Enough With the AI Narratives. Here Are Five Enterprise AI Problems That Actually Need Solving.

After a weekend of increasingly strange AI narratives, let’s get back to the problems enterprises actually have to solve.

How do you create value from Enterprise AI? And what genuinely needs to change when AI moves from informing decisio...

a month ago
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If we standardise intelligence with AI, where does competitive advantage come from?

The latest AI model is available to every competitor. The organisational capabilities that determine whether it produces anything useful are not.

When access to AI stops being a differentiator — when the same models can generate code, anal...

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Authors

The writers behind this newsletter.

  • Neha Kabra

    At McKinsey. Business is changing faster than organisations can adapt. I write about decisions that shape complex choices across AI, technology, leadership & execution - helping leaders think more clearly about what comes next. All views are my own.

  • Iwette Rapoport

    Iwette Rapoport writes about AI, governance and organisational decision-making, with a focus on how emerging systems create value and shift behaviour when they meet human institutions. Co-authored publication with ChatGPT.

  • Shamim Rajani

    COO at Genetech Solutions, founder of CodeGirls, and a hustler who never misses a good opportunity.

  • Mila Agius

    Behavioural psychologist, 10+ years in fintech, and author of Fintech Novel 2040. My work explores what makes communities durable — how trust, belonging, incentives and shared memory turn audiences into systems that survive change.

  • Raghav Mehra

    I make sense of AI and tech for the people doing the work — PMs, investors, operators, and builders. Ex-quant trader. I care about what works in production, not what sounds good in a pitch deck.

  • Dimitrius Pacheco

    Analysis of AI & Power. Tracking what becomes non-optional before it’s obvious. Mapping how abundant intelligence is rewriting the business physics of organizations& Institutions. For those positioning for the shift. Author of The AI War Chronicles.

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