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Artificial Intelligence
Artificial Intelligence

The Global Value Chain Just Got a New Operating System. Most Companies Haven’t Installed It Yet.

Artificial Intelligence

The Global Value Chain Just Got a New Operating System. Most Companies Haven’t Installed It Yet.

Global tariff volatility creates "structural rewiring" of value chains. Traditional planning fails when rules change every 18 days. Winners deploy autonomous decision systems that re-optimize sourcing, pricing, and logistics within hours.
Artificial Intelligence

Humanoids in the Supply Chain

Artificial Intelligence

Humanoids in the Supply Chain

Humanoid robots face significant barriers before widespread supply chain adoption: technological limitations, integration complexity, high costs, and energy constraints. Market projected to reach $66 billion by 2032 despite current inefficiencies.
Artificial Intelligence

The Frameworks Are Breaking — And So Are the Systems Built on Top of Them

Artificial Intelligence

The Frameworks Are Breaking — And So Are the Systems Built on Top of Them

Three converging events reveal a single crisis: our strategic frameworks for managing complexity are failing just as AI systems become too opaque to govern. A five-part essay series exploring solutions launches next week.
Artificial Intelligence

From RAGs to Riches

Artificial Intelligence

From RAGs to Riches

RAG enhances large language models by connecting them to external, up-to-date data sources, improving accuracy, reducing hallucinations, and enabling cost-effective, domain-specific AI applications without requiring expensive model retraining.
Artificial Intelligence

The Genesis Mission: Where is It Headed?

Artificial Intelligence

The Genesis Mission: Where is It Headed?

Trump's Genesis Mission leverages National Laboratories, supercomputers, and federal datasets to accelerate AI-driven scientific discovery. Twenty-four organizations including Anthropic and OpenAI joined. The initiative aims to compress research timelines while maintaining US leadership against China's growing R&D capabilities.

Personal Dispatches: Reflections on today’s society through the lens of Fortune Magazine December 1941

Artificial Intelligence

The Rise of A.I. Is Not Like the Dotcom Bubble

Artificial Intelligence

The Rise of A.I. Is Not Like the Dotcom Bubble

The article compares the current AI boom to the 1990s dotcom bubble, arguing that today's AI enthusiasm is more grounded in reality. Unlike the dotcom era, businesses are approaching AI investments cautiously, expecting tangible benefits and real-world applications.
Artificial Intelligence

Artificial Intelligence and Critical Infrastructure

Artificial Intelligence

Artificial Intelligence and Critical Infrastructure

The article discusses the crucial role of AI in enhancing critical infrastructure efficiency and cybersecurity. It highlights AI's potential to improve power grids, water systems, and defend against cyberattacks, while also noting AI itself may become considered critical infrastructure.
Artificial Intelligence

A.I. & The ‘Clash of the Technology Titans’

Artificial Intelligence

A.I. & The ‘Clash of the Technology Titans’

This week, Steve was featured on Schwab Network hosted by Nicole Petallides, where he discussed tech and A.I. trends in focus. Steve notes that MSFT, META, and GOOGL are working to build the largest possible knowledge bases with factors that could differentiate competitors in the A.I. space. Steve also discusses AI and the future of work.
Artificial Intelligence

In Memoriam: C. Gordon Bell

Artificial Intelligence

In Memoriam: C. Gordon Bell

This article commemorates the life and achievements of Gordon Bell, a pioneer in computer science. It highlights his contributions to the development of minicomputers, his work at companies like DEC and Microsoft, and his numerous awards and innovations in computing.