Observations, Notes, Research Papers, Frameworks and Letters on capability, enterprise quality, AI, governance and long-term value.
Publication Edition v1.1 follows the AI production system from capital, materials and reliable electricity through compute, connectivity and usable cognition to organisational capability, productivity and economic growth.
Read publication →A long-form research essay rebuilding Celerity investment analysis around repeated performance as evidence, demonstrated capability, Strategic Power, environmental dependencies, Claim Architecture, valuation, monitoring and falsification.
Read publication →A foundational account of the enterprise as an organised system for forming, coordinating and renewing productive capability.
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