The AI Read-In

Writing

Strategic analysis on AI's impact on business — the kind of thinking that helps executives develop a position they can own and defend. Published weekly on Substack.

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Strategy·March 5, 2026·4 min read

The Board Question Every CEO Will Face This Quarter

Your board will ask about AI strategy. The answer they want isn't about technology — it's about conviction. Here's how to build a position you can defend in any room, with any audience, under any pressure.

Analysis·February 26, 2026·4 min read

Why Smart Companies Keep Getting AI Wrong

The pattern is predictable: hire a consultant, run a pilot, declare victory, change nothing. The companies that will win the AI transition are doing something fundamentally different — and it starts with how they frame the problem.

Perspective·February 19, 2026·4 min read

The Operator's View: What 20 Years in Tech Taught Me About Transformation

Every technology wave follows the same arc. The leaders who navigate it share one trait — they develop a position before the market forces one on them. Here's what that looks like in practice.

Analysis·February 12, 2026·4 min read

What Everyone Gets Wrong About AI and Jobs

The 'AI will replace jobs' narrative and the 'AI will create jobs' narrative are both missing the point. The real story is about the restructuring of knowledge work itself — and what that means for the people leading it.

Framework·February 5, 2026·4 min read

The Vendor Pitch Problem: How to Evaluate AI Claims

Every vendor has an AI story now. Most of them are selling you a future that doesn't exist yet. Here's a framework for separating genuine capability from marketing — without needing a technical background.

Strategy·January 29, 2026·4 min read

Conviction in Uncertainty: A Leader's Guide to the AI Transition

The executives who will define the next decade aren't the ones with the best AI tools. They're the ones who developed a clear, defensible position early — and had the conviction to act on it.

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