Five Signals About the Changing Shape of Enterprise AI

by | Oct 27, 2026

With Lee away this week, on a well-deserved break from thinking about anything to do with AI, I thought I’d use this opportunity to share some of the developments that have caught my attention recently. They cover quite different territory, from the changing...

Is Software Dead or Finally Free?

by | Oct 13, 2026

Three developments in agentic AI have recently led to cries of ‘Software is dead!’, both inside and outside the software development profession. But a better conclusion might be ‘Software is free!’ in both the open source sense and more broadly in the sense that it is...

Workflow Economics: The Real ROI Measure for Agentic AI

by | Sep 30, 2026

We have recently been spending time on agentic workflow analysis and design in large, complex organisations, and are learning lessons that we will try to share about the value of this work in advancing enterprise AI. Many organisations start with product or customer...

A Frontier Model Slow-down is Fine, Regardless of the Reasoning

by | Sep 15, 2026

This is the end, beautiful friend… It is hard to ignore the furore that was generated by Anthropic CEO Dario Amodei’s essay arguing in favour of government regulation to slow down frontier AI development. Once again, the outsized influence of the big US AI firms on...

Who Watches the Agents? Some Lessons from “The Incident”

by | Sep 1, 2026

The story of the OpenAI Hugging Face incident, where AI agents broke out of their sandboxes and worked together to hack external systems in pursuit of passing an internal test, has become something of a Rorschach test for how we frame the debate about autonomy in...

Should Enterprises Worry About an AI Bubble?

by | Aug 18, 2026

In mid-August, Portugal is in beach mode and Europe is in peak holiday season, so rather than focus on the minutiae of enterprise AI this week, I will slip in a more meta piece about the relationship between AI investment and global economic and geo-political risks to...