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Field notes from AI programmes

What we keep answering in the field.

Three themes, faced by every regulated enterprise taking AI into production.

Read this month's insight Browse the library

Each month one theme leads with a focus insight. Linked titles are published; plain text is on its way.

Latest

This month

Macro & Sovereign

Price stopped being the argument against Chinese models, and accountability became it

Three index points behind the frontier, 2.8 times cheaper per completed task, and nobody on the published signatory list. Why the European decision moved from procurement to risk.

Read it
Return on Investment

The redesign that stopped halfway

The work got faster; the decision path did not. Why decision rights are the unfinished half of the AI redesign, and what FINMA and the EU AI Act ask of it.
Return on Investment

Three returns, one ruler

AI value arrives as a return on employees, on investment and on the future. Most programmes judge all three on payback. Includes a five question diagnostic.
Return on Investment

The number nobody decks

Three levels of AI return, three proof numbers. Why the deck shows only the first, and how to build the case on the one that reaches the P&L.
Month by month

One theme leads each month

September The Case for Sovereignty Macro & Sovereign Published
October The redesign that stopped halfway Return on Investment Published
November Adoption is the deliverable Client Success Coming
The library

Three themes, and the work behind each

Organised by the three themes we work on in the field. Linked titles are published; plain text is on its way.

What it covers
The limits an AI strategy has to fit inside: jurisdiction, compute and data.
Why a strategy needs it
Every use case rests on layers someone else may control, so the boundary is set before the use cases are chosen.

Sovereign Stack

Compute, model and data-residency sovereignty

Price stopped being the argument against Chinese modelsOct 2026 The Case for SovereigntySep 2026 Is sovereignty a moat or a tax?Sep 2026, interactive
The frontier you can't accessComing

Future of AI

Frontier shifts, read through a delivery lens

Agents, demoed and deployedComing Oct
The capability curve is not the adoption curveComing Oct

Topics we are working up. Not yet scheduled.

  • Geopolitics of Compute Where your model was allowed to be trained
The library
What it covers
Where AI pays back by function, and how each case is measured.
Why a strategy needs it
An initiative has to state its return and its timing to be funded and defended, and proven returns have to be told apart from claimed ones.

The Three Levels of ROI

Quick wins, differentiation, transformation

The redesign that stopped halfwayOct 2026 The number nobody decksOct 2026 Three returns, one rulerOct 2026

ROI by Function

The honest maturity map, per business function

The $9 Trillion SignalJun 2026
Support 8x, software 3x, HR unprovenComing

Topics we are working up. Not yet scheduled.

  • The Business Case The number the CFO recognises
The library
What it covers
Moving from pilot to production in a regulated enterprise, and keeping it running once it is there.
Why a strategy needs it
Forrester and Anaconda put the share of enterprise agent pilots that never reach production at 88 percent in 2026, with governance friction among the causes.

AI Adoption & Methodology

How programmes actually reach production

Productivity from week one, advantage by designMay 2026
The three beliefs that stall bank AIComing Nov
Adoption is the deliverableComing Nov

Regulation & Compliance

FINMA, EU AI Act and nDSG as delivery constraints

Compliance from sprint oneComing Nov
nDSG, and the cost of “later”Coming Nov

Topics we are working up. Not yet scheduled.

  • AI-Powered Software Development & SDLC The SDLC is the first thing AI changes
  • Governance & Model Risk When the model is wrong, who answers
  • Build, Buy & Technology What to own and what to rent
  • Architecture & Cost-Benefit What the platform really costs

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