The Long Road to the Threshold
1. Novelty Is Usually a Disguise Most technology ideas arrive in the world disguised as novelty. They are announced as rupture. As invention. As the sudden appe...
Category: Policy
Beyond the Codex Moment
In my previous post, I described what I called my “CODEX moment”: the realization that the capabilities of agentic engineering tools have crossed a threshold. F...
Zombie Governance
When Systems Outpace Judgment Modern institutions now make more consequential decisions in a single day than leaders once made in a year. Increasingly, those de...
The ‘Metaform’ – The Platform of Everything
We are witnessing a period of unparalleled digital service innovation where new services are increasingly built by wiring together the business capabilities of ...
Why There’s No Future in Cloud Futures
An interesting debate took place at last week’s Cloud2020 gathering regarding the viability of futures markets for cloud computing capacity. I’m fir...
Economics and Platform Architecture (Part 1)
The underlying economics of computing resources have always had a profound impact on development of computing architecture and in-turn the structure of the comp...
How ‘Do Not Track’ Will Transform Internet Business Models
Imagine a world where all internet browsers are required to present users with a simple question: “Do you want your online browsing activity tracked, reco...
Microsoft’s Pivot – A Plan to Dominate “Devices and Services”
We are currently witnessing a major pivot in Microsoft’s core business model. It is starting to become clear that – as Steve Ballmer recently announ...
The Network Carrier Dilemma
This article in Forbes magazine about network equipment providers enabling network carriers to expose service APIs (Application Programing Interfaces) started a...
The Jobs Are Not Coming Back
The NY Times published an interesting article today the impact of robotics on manufacturing jobs using Amazon’s purchase of robot maker Kiva Systems as an...