Architecting the Corporate Industrial Policy to Survive the AI Stakeholder Squeeze

March 10, 2026 1 Comment

Incumbent corporations are investing in and incorporating AI, yet most fail to fundamentally alter their operating models or achieve strong ROI as a result. The root of this failure is not technological. It is macroeconomic and organizational. US enterprises are attempting to execute a paradigm-shifting technological transition within a market environment that offers them no structural shock absorber, in the way a formal industrial policy can. These enterprises must navigate the AI transition while addressing a rapidly changing market environment and the AI Stakeholder Squeeze.

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AI in auto factory

The Auto Industry Employment In An AI World

February 10, 2026 2 Comments

As #embodiedAI becomes the next #AI frontier, it forces a sobering reality check for #employment in the American #autoindustry. President Donald Trump’s bold vision of reviving the auto industry and bringing back two million manual labor roles must now collide with the reality of stagnant demand for new vehicles, software-defined vehicles that are easier to manufacture, and adaptive robots that can take up many of the tasks involved in said manufacturing.

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Three AI Factory Types

January 6, 2026 Leave a comment

As 2025 drew to a close, the narrative surrounding enterprise AI began to shift. We moved from 2025 being the “Year of Experimentation” to 2026 shaping as the “Year of Deployment.” Under such a mandate, enterprises must develop and deploy their AI applications scalably, efficiently, and economically. For the large enterprise, starting with the Fortune 500, achieving these goals will require the adoption of a factory-like approach, leading to the development of AI Factories.

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Building the AI Factory: An Executive Playbook

December 19, 2025 1 Comment

Waiting for the emergence of an AI Utility is a strategic trap for the enterprise. Instead, the enterprise must build an AI Factory to deploy its intelligent agents. The utility provides the raw power (tokens). However, the AI Factory requires a machine to process that power. That Proprietary Intelligence Engine is the enterprise’s machine. It is the infrastructure layer where its data and business logic live, both of which are required for realizing impactful and enduring value.

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Enterprise AI is Infrastructure You Build, Not a Utility You Rent

December 18, 2025 3 Comments

Under what conditions will #AI have a lasting impact on the #enterprise? This is a fundamental strategic question for enterprise leaders. Approaching it as a utility would imply that the bulk of the investments will be borne by others. But this could impact how enterprises scale their AI efforts. Approaching it as infrastructure impacts what the enterprise builds.

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