The Premium on Optionality
The recent shutdown of Anthropic's Mythos-class models showed that a capability a business depends on can be withdrawn by a foreign government overnight, with no commercial recourse.
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Thinking on Borrowed Compute
For most of the AI cycle, Europe's dependence on US compute, model and cloud providers was an accepted commercial fact, the shape of a market Europe long ago made the decision not to lead.
The people driving your AI transformation don't have permission.
Your AI transformation is already happening, quietly, run by the people who rebuilt their own work and learned not to mention it.
The Dead Pareto Sketch
The 80/20 rule assumed a cost structure that no longer exists. Building is becoming free; specifying what 'done' means, in full, is the expensive thing now.
Development is becoming free. What will you build?
The cost of implementation is collapsing. What stays scarce is knowing what to build, and recognising when it is right.
The creativity explosion is going to be strange, messy, and wonderful
When building gets cheap, software stops being an industrial product you buy and becomes a medium you can shape. The case for an explosion of personal software, mess and all.
