We love simple stories about corporate demise. The standard story about Kodak is comforting because it casts failure as a moral defect. A lazy monopoly, blind to the future, gets blindsided by scrappy innovators. It turns a complex institutional collapse into a neat cautionary fable about paying attention. It is also wrong in the wayContinue reading “The Prophets Who Lost”
Monthly Archives: July 2026
The Future Isn’t Built. It’s Unfunded.
Almost every board conversation I sit in on right now follows the exact same pattern. The strategy decks are full of slides about what comes next. Teams present AI pilots, demonstrate new models, outline partnerships, and describe how the company will become an AI-enabled enterprise. Capital gets allocated to buy tools, hire specialists, and buildContinue reading “The Future Isn’t Built. It’s Unfunded.”
The Functional Enterprise
What Survives When Expertise Becomes Free AI is making expertise abundant, but modern corporations were built around the opposite assumption: that expertise was scarce and had to be concentrated. That assumption shaped the modern company because every major technology revolution changes more than the tools people use. It changes the way organizations decide, coordinate, andContinue reading “The Functional Enterprise”
And Vijay Says... 