Corporate Strategy

Writing on Corporate Strategy, newest first.

8articles in this collection2025–2026

Sep 13, 2026Essay

The Difficult Tradeoffs Behind an AI Slowdown

Pacing AI could give safety research time to catch up. Making that work means confronting competition, model limits, and the cost of caution.

7 min

Sep 6, 2026Essay

The WP Engine fight, the Valkey fork, and agent-written code raise a harder question: what keeps an open-source project honest?

6 min

Jul 1, 2026Essay

My company merged separate AI tool budgets into one shared pool. That's when Opus versus GLM stopped being an abstract question.

2 min

Nov 9, 2025Data note

October's report counted 31,039 cuts attributed to AI. It recorded what employers said—not whether deployed systems actually replaced the work.

4 min

Oct 22, 2025Field note

Meta cut roughly 600 AI jobs while still hiring for TBD Lab. I read the reorganization as a shift in priorities, not an AI spending retreat.

2 min

Jun 20, 2025Field note

AI can change how teams work. I want to understand the deployed workflow before treating a hiring decision as evidence of automation.

2 min

Apr 16, 2025Essay

OpenAI talked a ~$3B Windsurf deal. I use Claude Code and Cursor; the story that matters is who owns the IDE relationship, not the model API.

1 min

Mar 16, 2025Essay

Replacing Assistant with Gemini fits Google's long pattern of abandoning products instead of earning trust through steady maintenance.

4 min

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