Whitepapers and executive briefings on the economics, operating model, and accountabilities of production AI. Each paper is free to read and cite.




The Operating Tax and The Headcount Chain make the argument. The case notes carry the evidence, one company at a time, built from filings and public statements with the gaps marked. The first note, on Klarna, is out now. Go to AI Economics.
The Intelligence-Centred Enterprise (ICE) papers, co-authored with Vinod Bijlani, Mark Cameron and Sharma Madiraju, are published separately on the ICE microsite.