Field notes

How we read the signals.

The AI transformation is moving faster than the headlines. These are our working notes on what's actually shifting inside companies, and what leaders should be looking at before the rest of the market catches on.

Field note

Why the proven AI tool still fails: the operating reality no two companies share.

The same tool went into two companies in the same niche. One absorbed it in weeks, the other never did, with leadership right about the need. The difference sat in how work got done underneath.

July 2026 5 min read
Field note

Why Starbucks pulled AI from 11,000 stores: the shop floor leadership couldn't see.

Starbucks put an AI counting tool in roughly 11,000 stores and pulled it nine months later. The accuracy was never the real test. The gap between what leadership saw and how the floor actually works was.

June 2026 6 min read
Field note

Why a more capable agent won't lower your risk: the blast radius you set.

OpenAI's own safety card says its newer model is more likely to act beyond what you asked. The risk was never the model's intelligence. It is the authority you grant an agent before it touches anything live.

June 2026 6 min read
Field note

Anatomy of a withdrawn AI report: the verification step nobody built in.

A firm that sells AI advisory pulled its flagship report after only five of forty-five citations held up. The story reads as a hallucination. It is really about a verification step that was never built in.

June 2026 6 min read
Earlier field notes
June 2026
The 680x AI spending gap: why the leaders aren't winning on budget.
June 2026
The judgment premium: why AI rewards the skill it can't replace.
June 2026
The token-price paradox: why 98% cheaper AI tripled the bill.
June 2026
The AI layoff cover story: what 'because of AI' hides.
June 2026
The cool-versus-useful gap: why a farmer's AI pays off and a slick agent doesn't.
June 2026
Anatomy of a model shutdown: why the capability is real and access isn't yours.
May 2026
Anatomy of a $500M AI bill: Why the tool worked exactly as designed.
May 2026
Anatomy of the Cloudflare cut: Why the measurers hide in your best people.
May 2026
Why the AI automation deadline keeps slipping: The operating model nobody retrofits.
May 2026
The AI budget paradox of 2026: Why bigger spending will buy the same no-EBIT result.
May 2026
The AI productivity gap: Why individuals compound, and companies don't.
May 2026
Why AI rollouts fail before they ship: The replacement story leadership doesn't see.
May 2026
Anatomy of an AI failure: Why the post-mortem you're about to write will be wrong.
May 2026
The hidden cost of every vendor invoice: The standard quietly anchoring your operating model.
May 2026
The Coinbase cut, and the operating model buried inside it.
April 2026
A government just made AI its executive partner.
April 2026
A doctor built a £100,000 platform for £175, in four days.
April 2026
The rules of talent retention just quietly changed.
April 2026
The Nordic AI gap, and why the number is worse than it reads.
April 2026
The €100 capacity multiplier, and what it actually unlocks.

If any of this sounds like the conversation happening inside your company, we should talk.

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