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Weekly insights on AI transformation and digital innovation
The Lighthouse
Weekly insights on AI transformation, digital innovation, and leadership in the age of AI
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How to connect your AI agents
What the 7% do before adding another agent...
Your AI strategy needs a line for human work
Three moves to split the work before agents go live...
Why infrastructure now blocks AI strategy
Oracle's data center stalls, Goldman sees $1.2 trillion in AI capex, and Microsoft bills agents by usage....
Catch the agent nobody approved
Claude breaks into OpenAI, Congress shelves AI rules, and Dreamforce settles for older models....
Thought Piece: Why our AI harness started as a slide from Dune
Two years before we had a term for it, we were showing people a sandworm...
The gap in AI agent security
Salesforce built an AI agent control plane, Anthropic caught Chinese labs training on stolen Claude data, and the confidence-control gap behind it....
How to track AI ROI like a portfolio
Anthropic's $2tn IPO puts governance on trial, hospitals outrun AI security, and why only 22% of companies have scaled AI....
Thought Piece: What hundreds of frontyards taught me about the hyperscaler question
Network effects are supposed to flatten everything into one train of thought. My street is the counter-evidence, and so is the data....
Turn AI productivity into EBIT
a16z bets $1.1B on physical AI, Nvidia eyes Hugging Face, and why 80% feel more productive but only 6% see it in EBIT....
How to make your data AI-ready
Amazon's AI bonds price higher, Salesforce buys back stock, and Nvidia courts a rival chip startup....
How to baseline your AI spend
IBM and OpenAI partner, 2,000 robotaxis hit Europe, and 98% reconsidered their AI strategy once the bills arrived....
Get AI into the P&L this quarter
Alphabet down 7%, Microsoft up 8%, and why 68% deployment is producing less than 10% automation....