In-depth analysis and research on enterprise AI economics, strategy, and infrastructure.
Long-form research on the economics and infrastructure behind enterprise AI — the numbers, trade-offs, and second-order costs that rarely make the pitch deck. Read on the web or download the full PDF.
Token cost is the smallest line on the invoice, and the ratio built on it quietly rewards an organization for producing less. Put acceptance in the denominator and the picture inverts—here's what AI coding agents actually cost once review and rework are counted, and the decision rule that tells you when to spend more per attempt and when to stop.
Download PDF →The economics underneath the drive for FDE make it a double-edged sword for enterprises: an opportunity and a liability. AI vendors have conceded that the model is no longer the moat and moved the contest to your last mile—here's what the deployment land grab is really about, and how to tell whether the offer on your desk leaves you more capable or more captive.
Download PDF →Advisory engagements for leaders turning enterprise AI economics into strategy.