Observations, Notes, Research Papers, Frameworks and Letters on capability, enterprise quality, AI, governance and long-term value.
A concise companion to Towards the Celerity Investment Framework: historical performance matters, but the investment task is to explain the causal system that produced it and identify what would falsify that explanation.
Read publication →AI industrialises cognition. The investment question is where the production constraint sits, who captures the scarcity rent, and whether the bottleneck ultimately migrates from electricity and compute to organisational capability.
Read publication →Capability Science emerged from sustained study, organisational practice and a long-running attempt to understand why some organised systems repeatedly achieve their intended outcomes while others do not. This Author’s Note explains the beliefs that shaped the trilogy and the deliberate use of AI as both a productive instrument and an object of inquiry
Read publication →Durable market advantage begins inside the enterprise, in the systems that make superior action repeatable.
Read publication →Conventional accounts record much capability-forming expenditure as a period cost while its productive effects may endure and compound.
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