Essay
The Paragraph Everyone's Auditor Writes
Costco illustrates how a controlled transaction path could support several consequential AI workflows with distinct decision authorities.
Independent analysis
From what technology can do to what it changes.
Independent analysis of how technology reshapes strategy, economics, operations, architecture and control.
The publication follows technical change into its strategic, financial, operating and governance consequences—and states which decision should change as a result.
Publication register
Latest publications
13 published pieces
Audience
Order
CAC-010
CAC-009
Essay
When Experience Becomes a Liability
Executive hiring should test whether the conditions behind a candidate's scale credentials still fit the mandate.
CAC-008
Essay
Buying the Bottleneck
The SpaceX–Bloom acquisition thesis depends on benefits that require ownership and on risks the acquisition would still leave unresolved.
CAC-007
Essay
The Building Built for a Three-Year Machine
Long-term data centre commitments depend on short hardware cycles. Each party needs to price the exposure it actually holds.
CAC-004-G
Executive brief
The AI Dependency Your Validation Framework Doesn't Cover
A validated model can still create continuity risk if its replacement takes longer than the supplier allows.
CAC-004-F
Executive brief
Two Numbers You Will Be Asked For
Finance needs to establish how generative development affects the evidence and useful-life assumptions behind capitalised software.
CAC-006
The Hidden Obligations of Enterprise AI · Part 3
The Three Clocks Behind the AI Business Case
Model capability, enterprise adoption and financial value move on different schedules. The investment case needs to connect them.
CAC-005
The Hidden Obligations of Enterprise AI · Part 2
The Verification Shadow
Faster generation creates value only after the cost of verification, acceptance and exceptions is accounted for.
CAC-004
The Hidden Obligations of Enterprise AI · Part 1
The Model Will Be Gone Before the Product Is
Long-lived products need AI components that can be maintained and replaced throughout the support obligation.
CAC-003
Professional Services in the Age of AI · Part 3
The Apprenticeship Problem
Automating junior delivery can improve current margins while removing experience needed to develop future judgement.
CAC-002-C
Executive brief
Before You Fund the Platform
A consulting platform investment needs an explicit position on the rights that sustain its business model.
CAC-002
Professional Services in the Age of AI · Part 2
Who Owns the Consulting Platform?
Owning an advisory product does not settle who controls its distribution, client context or learning from deployment.
CAC-001
Professional Services in the Age of AI · Part 1
The Artifact Was Not the Whole Product
My 2022 prediction anticipated modular consulting delivery, but underestimated the capabilities surrounding the deliverable.
No publications match this filter.
Email publication
New analysis, twice monthly
Two substantive publications a month. No daily news or promotional clutter.