Field Notes

On AI, strategy,
and the intelligence economy.

Written for senior leaders who are smart, skeptical, and time-poor. No buzzwords. No filler. Just what I have lived.

Jun 23, 2026 Enterprise AI 16 min read

The AI Memory Problem Enterprises Are Paying to Ignore

Every AI agent your organization runs starts each session with a blank slate. Why stateless AI is a structural ceiling on enterprise value - and the three architectures that break through it.

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Jun 23, 2026 AI Governance 15 min read

What Boards Get Wrong About Foundation Model Concentration Risk

Three providers supply 85% of enterprise AI. Average model lifecycle: 14 months. Zero providers offer output performance guarantees. A forensic look at the four misconceptions boards hold about this risk - and the five governance actions that actually change the exposure.

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Jun 23, 2026 Enterprise AI 14 min read

The 11 Percent: Why 89% of Enterprise AI Agents Never Reach Production

79% of enterprises have deployed AI. Only 11% have moved past pilot. A forensic analysis of the six failure modes killing enterprise AI and the 90-day blueprint to break through.

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