Analysis that ends in a number.
Long-form pieces on AI in business operations: source data, the arithmetic for your CFO, and a program of action. With footnotes, without promises.
Where is the explosion?
Two thresholds of AI self-improvement
Rayan Krishnan forecasts the automation of AI research in 2027. Ramez Naam estimates that today's self-improvement loop is 5–10 times too weak to accelerate progress on its own. Both can be right, because they are talking about two different thresholds — and a map for the investor follows from that.
The value gap
Why AI productivity never reaches the P&L
80% of AI users say they work faster. 6% of companies see a material EBIT impact. That difference is not a technology problem — it is a design problem: nobody built the mechanism that turns recovered time into results.
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