Every Sunday night, someone somewhere is refreshing an LLM leaderboard. A new model edges out the old one on a coding benchmark. Another claims a fractional improvement in reasoning. Social media fills with grand declarations that everything has changed again. It usually hasn’t ! We’ve spent the last two years obsessing over who has theContinue reading “The Real AI Race Isn’t for Better Models. It’s for Pricing Power.”
Tag Archives: AI
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”
I think Satya Nadella might be wrong about the death of SaaS
I will start with the usual – what I post here is strictly my personal opinions. It has nothing to do with my present or past employers I watched this fascinating interview with Satya Nadella where he predicted SaaS will be dead and Agentic AI will take over. I am a huge fan of SatyaContinue reading “I think Satya Nadella might be wrong about the death of SaaS”
And Vijay Says... 