Insights
Editorial notes with a point of view.
What we learn in every engagement comes back here: theses on cloud, applied AI, growth and transformation. No generic content, no clickbait.
2026 · 05
2026 · 05
2026 · 05
2026 · 05
2026 · 05
One founder, $1.8B in revenue. The era of the AI solopreneur.
If one person with $20K can build a $1.8B business, what does it mean for companies with 500 employees and legacy processes?
OpenAI goes public: from nonprofit to a $1 trillion IPO.
Going public changes the incentives. What it means for companies that depend on their APIs.
Google Cloud made 260 announcements at Next '26. These 3 matter if you're a CIO.
Gemini Agent Platform, Unified Data Foundation with SAP, and ADK. The rest is roadmap noise.
97% already deployed AI agents. 60% have no governance.
Guardrails before the first prompt. The governance gap in AI agents and why speed without control is operational risk.
Your cloud bill went up 4x because of AI (and late FinOps won't fix it).
GPU is 18% of cloud spend. Companies overspend 4-5x on AI workloads. FinOps needs to start at the design phase.