Moats and Moonshots

Thoughts, stories and ideas.

Dec 14, 2025

AI Is Intuitive. Its Infrastructure Isn’t

Rent execution, but own the control plane
Dec 7, 2025

Variance. Control. Adjacent Gains: AI’s Enterprise Value

AI is intuitive in a way software never was
Nov 30, 2025

Transformation without intent is drift

The Accidental AI Architecture – Mid-market’s Folly
Nov 23, 2025

Taming AI Agents with context

Context Engineering: The Missing Discipline in Enterprise AI
Nov 16, 2025

When AI Gets Its First Real Proving Ground

Week-13 results start here: three 90-day field arcs
Nov 9, 2025

Garbage In. Gospel Out

AI will not make butterflies self-produce honey
Nov 2, 2025

Your first AI app is not a moat. It's a lever

Speed, data and the illusion of moats
Oct 26, 2025

The Stitching Season: Making the Plant-Floor Enterprise’s AI Whole

No magic, just math
Oct 19, 2025

Dating Around with AI – The Midmarket’s Commitment Problem

Integration is the new innovation
Oct 12, 2025

The Midmarket’s Magic-Wand AI Moment (and the Reality Check)

An Industrial Fairy Tale (Spoiler: No Actual Magic)
Oct 5, 2025

Industrial AI. Infra for AI. Integration of AI

My enterprise AI adoption lessons from another month of being a road warrior.
Sep 28, 2025

Enterprise Workforce & AI - Osmosis, Not Substitution

Deriving the AI-Human balance at the enterprise, with confidence