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Writing · topic

AI strategy

6 essays and 2 notes.

Jun 2, 2026

The cost of unmanaged context

Enterprises budget for compute, models and licenses, but almost none budget for the context those models depend on. Unmanaged context is the largest cost nobody tracks, and every new AI agent adds to it.

Context engineering6 min read
May 26, 2026

Model is a tool, harness is the strategy

Handing an AI agent a production codebase without a harness is like putting a teenager in a sports car with no dual brakes. Deterministic guardrails and sensors, owned as a platform, are what make agents safe to scale.

Governed AI6 min read
Sep 30, 2025

Agent-first data architecture: five principles

Data platforms built for people asking questions will strain when the main consumer is software taking actions. Five principles for designing data platforms where agents are first-class users, and why an open lakehouse helps.

Data & AI platforms6 min read
Sep 24, 2025

AI is an amplifier, not a silver bullet

AI magnifies whatever is already in a team. Platform quality, clear policy and updated workflows decide whether that means strength or dysfunction.

Note1 min read