Insights
Notes from the climb.
What we're seeing in the field, what we believe, and what we think most companies are missing about AI, intelligence, and the work that compounds.
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The meter is running
Microsoft made Copilot Cowork generally available today — and priced it by the task, not the seat. The quiet shift from flat licenses to metered AI is the real story.
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The tool trap
Why most companies adopting AI today will look back in two years and realize they spent money on licenses instead of building something structural.
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Where intelligence actually lives
Most companies are looking for AI in the wrong place. The leverage is not in the tool — it is in the connective tissue underneath.
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