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”

Stop Choosing Between MCP and CLIs. Build a Harness That Makes Transport Boring.


Most agent infrastructure debates follow a familiar pattern. Teams argue about the protocol, commit to a direction, build toward it for six months, and then discover the real problem was never the protocol at all. The MCP vs. CLI argument is exactly that debate. I’ve watched it play out at enough teams now to beContinue reading “Stop Choosing Between MCP and CLIs. Build a Harness That Makes Transport Boring.”