Insights
Essays, research and field notes.
What we're learning about AI, organizational knowledge, and modernizing without starting over.
WMSone: When a Great AI Practice Hits Its Ceiling
A top-tier engineering team had already invested heavily in AI coding tools, and still wasn't moving the needle. What we found in three days, and what we shipped in nine.
Read the case study →How Do We Stop Starting Over?
Thirty years of watching organizations lose their own knowledge, and why the real question for AI isn't "how do we go faster?"
Read →The Exponential Value, Combinatorial Cost Race
The AI industry sells exponential value. Nobody has shown that the cost of extracting it safely, at real organizational scale, is anything but combinatorial.
Read →The AI Governance Gap: What the 2025–2026 Data Actually Says
A synthesis of independent research on AI-assisted delivery, and a practical framework for leaders deciding where to invest next.
Read →The Two-Hour App Is a Two-Week Problem
"I gave it the specs and had a working app in two hours" sounds impressive, until you look at what happened in those two hours.
Read →Your AI Bill Should Scale With Output, Not Conversation
A one-page brief for CFOs and operating partners on why AI costs balloon, and the architectural choice that keeps them in line.
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