I have lost count of how many client conversations this year have gone the same way. Someone tells me the model isn’t accurate enough yet for what they want to do, and the plan is to just wait for the next release. GPT whatever. Claude whatever. Gemini whatever. Someone bigger and smarter is always aroundContinue reading “Systems Over Scale: What Bridgewater Teaches Us About the Enterprise AI Plateau”
Author Archives: Vijay Vijayasankar
Your AI Strategy Is About to Become the Most Expensive Commodity Bet in Your Company
In my last post, I argued that boards face a growing geopolitical risk in their AI strategy, that a single regulatory action or export control directive could sever access to a mission-critical workflow with zero warning. If that is true, it raises an immediate question: why are so many enterprises doubling down on deep dependencyContinue reading “Your AI Strategy Is About to Become the Most Expensive Commodity Bet in Your Company”
The Second-Order AI Trade
I’ve been thinking about one of the more interesting disconnects in public markets today: how investors are valuing IT services and BPO companies in the age of AI. The more I look at it, the more I think the market is asking the right question and arriving at the wrong conclusion. The question is straightforward.Continue reading “The Second-Order AI Trade”
And Vijay Says... 