The redesign-operations argument has officially gone mainstream. That is good news. The bad news is that the vendors now using this language are the same vendors selling the products the argument says do not produce value. IBM did it on stage this month. Every major AI vendor will follow within 12 months. The companies that learn to spot the contradiction will save themselves a lot of money. The companies that do not will fund the vendor ecosystem and wonder why their P&L does not change.

Two weeks ago I wrote that enterprise AI bills were about to spike in ways most leaders weren't ready for. This week, three Uber executives publicly confirmed it, contradicting each other in revealing ways. The company burned its 2026 Claude Code and Cursor budget in four months. Here's why that matters more than you think.

Gartner reported a 1,445% surge in multi-agent system inquiries last year. Only 2% of enterprises have deployed at full scale. That 72x gap is the story almost nobody is telling. Here's why most companies should not be deploying multi-agent systems yet, and what to do instead.

AI doesn't compound until you rebuild the operating model. Most leaders are still deploying tools on top of structures designed for 2019. Here is what changes.

How much are we actually spending on AI? The honest answer in most organisations is that nobody knows. Here's what's coming, and why the leaders who aren't preparing now are about to get caught flat-footed.

Microsoft Agent 365 went generally available on May 1st. The coverage has been everywhere. Most of it gets the tool right and the governance question wrong. Agent 365 is a control plane. It is not, by itself, AI governance. Here is what you actually need to build alongside it.

Every productivity metric is up. Cycle times are down. Throughput is up. And quietly, in private conversations everywhere, knowledge workers are saying the same thing: they feel worse about their work than they ever have. The disconnect between the dashboard and the feeling is the most important AI conversation nobody is having.

Microsoft launched its biggest enterprise licensing change in a decade this month. Trade press covered the math. Vendors covered the pitch. Nobody covered what actually happens inside a business when this gets turned on. Three things E7 changes. Three things it doesn't. And the gap between them is where the marketing falls apart.