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Deep Dives

For when the headline is not enough and you need the whole argument, to settle a direction in your own mind or to make the case to people who will push back. Each piece works through why capable organisations stall, and what actually moves them.

Locally Rational, Globally Expensive

Every function adopts AI for the same class of problem, under a different name, bought and governed separately. Each decision is locally rational. The aggregate is structural debt nobody chose.

14 Jun 2026

Narrative vs Structure

Faced with a structural problem, organisations change the narrative, not the structure. AI is the first technology fast enough to tell the two apart.

14 Jun 2026

The Fallacy of ROI

The ROI question is not a measurement problem. It is a comprehension problem dressed as a financial one, and it works as a brake that defers commitment without anyone having to say no.

14 Jun 2026

The Production Gap

Enterprise AI rarely fails on technical merit. It stalls at the boundary between experiment and operation, where an industrial-era operating model meets a system it was never designed to govern. The gap is structural, and it is the gap that decides the return.

14 Jun 2026

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