OpenAI and Anthropic nearing IPOs signal a structural shift.

AI is moving from innovation race to capital race.

Scale and infrastructure now matter as much as breakthroughs.

Thoughts, February 13, 2026

Every AI system must have:

• A business owner

• A technical owner

• A measurable KPI

If any one is missing, expect quiet decay.

Thoughts, February 13, 2026

If your AI initiative requires perfect data before it starts, it will never start.

Start messy. Build feedback loops. Clean as you scale.

Thoughts, February 12, 2026

AI projects fail for 3 reasons:

1. No economic hypothesis — just “let’s try AI.”

2. Built in isolation from the workflow.

3. No clear owner once the excitement fades.

Most teams celebrate the demo.

The business only pays for decisions that change.

Thoughts, February 11, 2026