Finding a bottleneck is not the same thing as capturing it. Every technology cycle creates the same illusion. Leaders locate the friction point in their industry, buy software to address it, and expect market share to follow. The historical pattern says otherwise. Some companies convert that diagnosis into a multi year moat while others justContinue reading “The Constraint Capture Matrix”
Author Archives: Vijay Vijayasankar
Intelligence Is Cheap. Permission Still Has to Be Built by Hand.
Toyota did not win the manufacturing wars of the 1980s because it had a better factory. American plants ran comparable equipment, comparable tolerances, often the same suppliers. Toyota won because it redesigned who had permission to act. In the 1970s, Toyota gave line workers something most manufacturers would have considered reckless: the authority to stopContinue reading “Intelligence Is Cheap. Permission Still Has to Be Built by Hand.”
Where scarcity goes when it leaves
A few weeks ago I wrote that boards are treating AI intelligence as a permanently scarce, permanently expensive input, and that this assumption is already cracking. A few people asked me a fair follow up question. If intelligence stops being the scarce thing, where does the scarcity actually go. It doesn’t just vanish. Someone alwaysContinue reading “Where scarcity goes when it leaves”
And Vijay Says... 