Series · 4 parts
AI in the Enterprise
Vertical industries putting AI into production, finance, health, energy, manufacturing, education, mobility, and the emerging frontier.
01Part 1·Companies Are Workflows. The Audit Just Got Cheap.
Every enterprise is a graph of algorithms, and the bottleneck is the edges between nodes, not the nodes themselves. Private equity, with its hold-period clock and portfolio compoun…
02Part 2·The Grid Can't Keep Up · AI Is on Both Sides of the Problem
AI is the tool that could compress seismic interpretation from months to days. It is also the workload that is breaking the grid it depends on. Anyone selling you one half of that…
03Part 3·Erlangen, Spartanburg, and the Quiet Half of Industrial AI
The cognitive layer of industrial AI (copilots, agentic optimisation, the operating-system metaphor) is real and mostly in pilot. The physical layer of vision, manipulation and mot…
04Part 4·Hannover Messe 2026 delivered an industrial AI arms race · copilot versus agent
The fork between copilot and agent is the right framing for the next two years of industrial AI. The technology is real. The governance architecture to match it is not yet built.