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 →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 →