Cloud does not sell cheap computing. It sells elasticity — and charges for it continuously, including on workloads that never use it. When the arithmetic turns, and when it doesn’t.
AI Is Changing White-Collar Work. Measuring It Is the Hard Part
Organisations deploying AI across knowledge work often cannot tell whether it is working. That is a failure of measurement infrastructure that long predates the technology.
Technical Debt Is a Balance Sheet Item Nobody Records
It has a principal, it accrues interest, and it eventually has to be repaid or defaulted on. The accounting framework has no category for it, so it is managed on instinct.
Build or Buy: The Decision Most Companies Get Backwards
Framed as a cost comparison it is nearly always wrong, because it compares a price that is visible against a cost that is not, and the invisible one is larger.
The AI Pilot That Never Ships Has a Real Cost
The characteristic failure of corporate AI adoption is not a pilot that performs badly. It is one that performs well, is declared a success, and never reaches production.
Enterprise Software Renewals Are Getting Harder. The Reason Is Structural
Vendors built their models on the assumption that renewal is the default. Usage analytics, professional procurement and consolidation pressure have weakened it.
The Data Centre Power Constraint Nobody Priced In
The binding constraint on data centre construction is no longer capital, land or chips. It is the physical ability to deliver electricity to a specific site within a useful timeframe.