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”

What the heck is strategy ?


I don’t know what is more difficult to get consensus on a definition – “meaning of life” or “strategy” . And I am only partly kidding here 🙂 Vast majority of the literature and talks on strategy are about what it is not , as opposed to what it really is . This was trueContinue reading “What the heck is strategy ?”

IBM Watson is just fine, thank you !


Over the last couple of days, I have seen a bunch of articles on my social media feed that are based on a research report from Jefferies' James Kisner criticizing IBM Watson. I am a big fan of criticism of technology – and as folks who have known me over time can vouch, I seldomContinue reading “IBM Watson is just fine, thank you !”