Conscious this short article will very quickly age given the velocity of AI product innovation. However, a quick side by side of vendors shows where product offerings sit against a target set of consumption layer features. Most of what it needs is already on sale, though very little of it
As model choice widens, the decisive enterprise capability will be the control plane that routes demand across models, data, tools and hosting environments, and proves that each choice makes economic sense. The first generation of enterprise AI strategy was largely about access. Companies wanted an approved route to a powerful
Enterprise AI has moved into a less forgiving phase. For the first wave of adoption, the question was whether the technology could do something useful. Summarise a board pack, draft a client email, write code, search policy documents, help a service agent respond faster. Most organisations now have enough evidence
A companion to Article 4A, The Great AI Capex Gamble, which closed by asking whether intelligence can be monetised at scale before the bill comes due. This piece looks at where the margin will actually settle. Artificial intelligence can become far cheaper and still disappoint investors. That sounds like a
Spending the most will not decide the next phase of AI. Turning compute into durable economic advantage will. The AI story has moved from the laboratory to the balance sheet. A few years ago the industry’s centre of gravity was still technical: which model was best, how fast the
💡Why read this.... To understand why AI’s economics are shaped by chips, data centres, energy and capital—not software alone. The most common mistake executives make about artificial intelligence is to describe it as a software revolution. It sounds plausible: AI arrives through software interfaces — browsers, productivity tools, customer
💡Why read this Learn that the next competitive advantage will belong to organisations that can measure, govern and optimise the cost of intelligence. For the past two years, most executives have asked one question about artificial intelligence: what can it do? That was the right question during the experimentation phase.
Why read this? Everyone's arguing about whether AI is a bubble. The more useful question is which layer of the stack is priced for perfection — and which isn't. For most of the past three years, the public conversation about artificial intelligence has been a technology conversation