Local AI inference, LLMs, and machine learning
Most enterprise AI failures begin before the model ever sees the data. A real Hindi government letter, two AI systems, one handwritten reference number — and the difference between retrieval quality and model sophistication.
AI will eliminate most reading in due diligence. It will not eliminate judgment. That’s the asymmetry every deal team needs to think about. I’ve spent over twenty years on the buy side â residential, commercial, affordable housing, stressed assets, slum…
I am a chartered accountant. I also compile my own operating system from source code and run AI models on an integrated GPU with no dedicated memory. These two facts are not unrelated. When I write about enterprise AI strategy…
The AI industry has spent billions trying to solve hallucination. The wrong profession has been doing it. Here’s the contradiction nobody talks about: the problem of confident, coherent, wrong output — a system that fabricates answers indistinguishably from correct ones…
The build vs buy decision for enterprise AI isn't a technology question — it's an investment question. A PE framework for evaluating total cost of ownership, data sovereignty, competitive moats, and exit optionality.
Most enterprise AI conversations begin with the same question: which model should we use? This is the wrong starting point. In production systems the model is often the smallest component of the architecture. The real work lies in the layers…
Most organisations are trying to deploy AI into systems that were never designed to accommodate uncertainty. Over the past two years most organisations have launched AI pilots. Very few have deployed AI systems at scale. This gap is often explained…
Most companies experimenting with AI are sending sensitive data to external APIs. Contracts. Financial models. Board resolutions. Investor reports. That works — until it doesn’t. In regulated industries, the constraint is not model capability. It is data control. Which is…
Most organizations searching for a Head of AI start with the same job description. Yet many AI programs stall for reasons that job description will never fix. The Skynet Problem When I speak to senior leaders about AI, I encounter…
Anthropic recently published research on AI’s labor market impacts that produced a striking chart. Across every occupational category — from computer and mathematics roles to business and finance to legal — it maps two things: theoretical AI capability, and observed AI usage. The blue area is enormous. The red area is a fraction of it. […]