The Chaos
Chaos: The Blue Blob and the Very Busy Token Counter
Discovery: The token usage appears to be easier to measure than what the token is used for. Follow the story of the very busy token counter.
Digitisation
Guides
Guide: Bubble or Infrastructure? A Practical Check
There are empty bubbles and productive bubbles, which bubble does the AI fall under? The practical checklist may surprise you because it is more boring than is being discussed right now.
Signal: Narrative Can Outrun Operating Capacity
Markets can price the destination before anyone has built the road. A huge IPO can make a future feel more concrete simply because a public market is now pricing it.
Signal: The Future Is Digital but the Bill Is Industrial.
AI with orbiting data centers sounds weightless until the bill arrives as power, cooling, chips, launches, satellites, maintenance, permits and supply chains.
Guides
Guide: Future Value Assumption Map
When does this need to become real for the valuation or strategy to make sense? A 20-year dream priced like a 3-year certainty deserves a raised eyebrow.
Guides
Guide: TAM Reality Check
TAM is a useful way to think about market scale, maybe vision. A big market does not automatically mean a business can reach it, serve it, win it or make money from it.
Signal: When TAM Becomes Future Imaginable Market
TAM becomes slippery when a reachable, an imaginable, and a narrative market all sit inside one number and everyone politely pretends the number is neutral.
Signal: The Digitisation Operating Review
Digitisation is no longer a project, it is an operating rhythm which reduces the noise. People do not need to panic every time a new AI tool appears if the organisation has a known review path.
Playbook: AI Value Ledger: Hours Saved Is Not EBIT
Playbook helps separate soft benefits, useful productivity, exit-rate value, and bankable impact. AI programs often count activity, usage, or claimed time savings long before the business can bank value. The missing discipline is a value ledger that links AI activity to an actual business mechanism.
Playbook: Autonomy Ladder; what AI is allowed to do
Do you know what your AI/Agent is allowed to do? Use this playbook to get familiar with understanding how much action the system is actually allowed to do.
Playbook: The AI/Agent Readiness Gate
Use this playbook to help review conditions to be met before an AI workflow, copilot, automation, or agent is allowed to move from pilot into live use.