#ai-economics

The cost curves and unit economics beneath the AI case.

Tagged articles (4)

A solitary figure stands at the threshold of a vast, cathedral-scale data centre, dwarfed by towering server columns rising into a column of light at the apex — a visual reframe of the headroom that architectural efficiency creates rather than the brake some readers expect (Image generated by ChatGPT 5.4) — The Headroom Argument: Why AI Efficiency Means More Compute, Not Less
10 May 2026 · 9 minute read
Architectural efficiency expands AI compute demand rather than reducing it. Three forces converge on more inference. Boards should read efficiency news as capability, not cost.

A corporate boardroom table overrun with small, friendly red robotic lobsters with glowing blue eyes, perched on laptops, documents, and coffee cups, with a city skyline visible through floor-to-ceiling windows and business charts displayed on a presentation screen (Image generated by ChatGPT 5.2) — The Inference Migration: What Consumer Agents Mean for Enterprise AI's Next Phase
8 February 2026 · 12 minute read
Consumers are already paying for always-on AI agents. That consumer-to-enterprise pipeline is the one ChatGPT ran, and it is running again.

Empty leather executive chair at the head of a polished boardroom table, five luminous streaks of light converging across the table surface toward an open briefing document and pen at the centre, stack of reports to one side. Dawn light breaks through clouds over a city skyline visible through floor-to-ceiling windows, casting warm golden and cool blue reflections across the scene (Image generated by ChatGPT 5.2) — Return-to-Work Briefing: Five Forces Reshaping the Board AI Agenda in 2026
4 January 2026 · 10 minute read
Five forces shape the Board's AI agenda in 2026, led by AI embedding into the enterprise faster than it can be governed. None is distant.

A measuring tape sits on top of an AI model to symbolize the concept of measuring AI's ROI, while a Board meets to review the data (Image generated by ChatGPT 4) — Measuring AI value: A strategic framework for Boards and business leaders
13 January 2025 · 12 minute read
Measuring AI value needs more than total cost of ownership. A strategic framework for Boards, built on what the cloud business case taught me.

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#ai-economics

Tagged articles (4)

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The Headroom Argument: Why AI Efficiency Means More Compute, Not Less

The Inference Migration: What Consumer Agents Mean for Enterprise AI's Next Phase

Return-to-Work Briefing: Five Forces Reshaping the Board AI Agenda in 2026

Measuring AI value: A strategic framework for Boards and business leaders

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