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.
Capability & Consequence
Essays
Long-form, argument-led analysis with explicit implications and falsification tests.
CAC-001
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-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-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-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-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-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-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-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-010
Essay
The Paragraph Everyone's Auditor Writes
Costco illustrates how a controlled transaction path could support several consequential AI workflows with distinct decision authorities.
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