AI & Business
NewAstra Changes the Question
GPT-6 Astra is a major step in computer use, browsing and complex professional work. The interesting question is no longer how good AI is at answering, but how much work we are prepared to hand over.
Writing
Ideas about AI, technology and building businesses.
Essays on where AI creates meaningful commercial value, how technology changes organisations, and what becomes possible as intelligent systems move into everyday work.
AI & Business
The AI Race May Be an Energy Race
OpenAI's first custom inference chip makes the physical reality of AI difficult to ignore. Behind every apparently weightless interaction is an industrial system of chips, data centres and power.
AI & Business
I Can Build Things I Couldn't Build Before
GPT-5.6 is another step forward in coding and knowledge work. For me, the bigger story is what happens when people with ideas can cross technical boundaries that once stopped them.
AI & Business
What Happens When AI Works While You Sleep?
OpenAI says valuable Codex work is increasingly unfolding over hours or days. That changes AI from something we interact with into something we can begin to delegate responsibility to.
AI & Business
The AI Bottleneck Isn't the Model
Anthropic is creating a services company to put Claude into core business operations. That tells us something important: the difficult part of enterprise AI is increasingly implementation.
AI & Business
Software Is Starting to Do the Work
GPT-5.5 and the latest Codex point towards a different relationship with software. Instead of operating tools step by step, we are beginning to delegate outcomes.
AI & Business
AI Is Becoming Infrastructure
OpenAI just raised $122 billion and described itself as core AI infrastructure. The number is extraordinary, but the more important question is what the investment assumes about future demand for intelligence.
AI & Business
The AI Opportunity Gap Is Opening
OpenAI and Anthropic are making increasingly capable agents available to everyone. That should narrow the gap between companies. I think it may do the opposite.
AI & Business
AI Is Starting to Know You
The next leap in useful AI may not come from a model knowing more about the world. It may come from understanding more about you — your context, preferences, projects and the way you actually work.
AI & Business
AI Is Becoming a Management Discipline
AI capability advanced dramatically in 2025. But as the technology becomes more powerful and widely available, the harder business question is shifting from what AI can do to how organisations decide where it matters.
AI & Business
Intelligence Is Becoming a Commodity. Judgement Isn't.
AI is making increasingly sophisticated intelligence cheaper, faster and more widely available. If access to intelligence stops being scarce, competitive advantage may move towards something else: knowing what matters, what to ask and what to do.
AI & Technology
Claude Is Becoming More Than a Chatbot
Anthropic's latest Claude models point towards a different relationship with AI: less about asking a model for an answer and increasingly about giving intelligent software a problem, tools and enough autonomy to work towards an outcome.
AI & Business
At Some Point, Someone Has to Own AI
As AI spreads across technology, workflows, people and business functions, responsibility can become fragmented. Creating value requires someone to connect those pieces and remain accountable for the outcome.
AI & Business
Your AI Strategy Depends on People Using It
Deploying AI doesn't create business value by itself. Value emerges when people change how they work with the capability, making employee behaviour, judgement and adoption part of the economics of AI.
AI & Business
AI Won't Transform Work Unless the Workflow Changes
Most business processes were designed before today's AI capabilities existed. Adding AI to individual tasks can improve productivity. The larger opportunity may come from redesigning the workflow around what AI now makes possible.
AI & Business
Your AI Doesn't Know Your Business
Frontier AI models know an extraordinary amount about the world. They know remarkably little about your organisation. Connecting increasingly capable general intelligence to the context that makes your business different could become one of the most important AI implementation challenges.
AI & Business
The Distance Between AI Capability and AI Value Is an Implementation Problem
AI models are becoming capable faster than most organisations are becoming capable of turning those capabilities into business value. The constraint is increasingly shifting from what AI can do to whether businesses can make it work.
AI & Business
AI Agents Are Moving AI From Answers to Actions
Generative AI gave businesses increasingly useful answers. AI agents point towards something more consequential: systems that can reason about an objective, use tools and take actions towards completing it.
AI & Business
OpenAI o1 Changes What Businesses Should Ask of AI
Generative AI taught businesses to ask what machines could create. OpenAI o1 points towards a potentially more important question: what problems could increasingly capable reasoning models help businesses solve?
AI & Business
You Can't Pursue Every AI Opportunity
As AI becomes capable of improving more parts of a business, finding opportunities may become the easy part. The harder question is deciding which deserve scarce capital, leadership attention and implementation capacity.
AI & Business
Small AI Improvements Can Create Enormous Value
AI doesn't always need to transform a business process to create significant value. When an improvement affects enough revenue, decisions, customers or transactions, even a small change can have surprisingly large economic consequences.
AI & Business
AI Is More Than a Cost-Cutting Technology
The easiest AI business cases often involve saving time and reducing cost. But focusing too heavily on efficiency risks missing a much larger opportunity: using AI to increase what a business is capable of doing.
AI & Business
Some of Your Most Expensive Decisions Are Invisible
Businesses are good at measuring the cost of work, but often much worse at measuring the value of the decisions inside it. That could mean some of the largest AI opportunities are hiding in surprisingly small moments of judgement.
AI & Business
The Best AI Opportunities Start With Economics
The most impressive AI application isn't necessarily the most valuable. Finding the best opportunities means understanding the economics of a business first, then identifying where better intelligence can make the biggest difference.
AI & Business
Stop Starting With AI Use Cases
As businesses explore artificial intelligence, many begin by asking where they can use it. That may be the wrong place to start. The better question is where better intelligence could create meaningful economic value.
AI & Business
Your Competitors Don't Need Better AI Than You
As powerful AI becomes available to almost every business, access to the technology becomes less of an advantage. The real competitive gap may emerge between companies that merely use AI and those that learn how to turn it into economic value.
AI & Business
What If This Is Just the Beginning?
AI doesn't need to become superintelligent to have enormous economic consequences. If useful intelligence simply keeps getting better, cheaper and more accessible, businesses may need to rethink what is worth doing at all.
AI & Business
Your Mental Model of AI Is Already Out of Date
AI is improving quickly enough that an opinion formed six or twelve months ago may already be misleading. For businesses, the danger isn't only adopting AI too slowly. It's making decisions based on what the technology used to be capable of.
AI & Business
The Moment AI Changed
Artificial intelligence has been developing for decades. But something important has changed: powerful AI has moved out of specialist systems and into the hands of almost anyone who can type a question.