Library
Writing
These are questions we're still working through. Not conclusions. Read them, push back, and watch them change.
Published
The Agentic Organization
Explores what might change when organizations begin treating AI agents as workers, not tools, and what that could mean for coordination, governance, and software design.
In Progress
The Agentic Enterprise Stack
An early attempt to map the infrastructure layers that might be needed to run organizations with both human and AI workers.
Systems of Record
Examines whether enterprise software's role shifts from recording work to executing it, and what a new system of record might look like.
Organizational Bottlenecks
Asks which organizational constraints could become the binding limits as autonomous execution scales.
Enterprise Market Map
A working map of the emerging landscape, from identity to orchestration, as we try to understand where value might accrue.
Validation Reports
Periodic notes on what we're seeing that supports or challenges our predictions.
Opportunity Landscape
Explores where competitive advantage might move if foundation models keep commoditizing.
Company View
How individual companies might position within the enterprise AI infrastructure layer. Still very much in draft.