Transformation & Context

Essays on how enterprises understand and redesign work around AI, from process visibility and governance to the operating changes required for agents to create durable value.

It’s the Operating Model, Not the AI Model: Cursor’s Near Real-Time RL Machine

Cursor's advantage is not just model choice. It is an operating model: a tight feedback loop between users, product telemetry, reinforcement learning, and daily work. That is the pattern enterprise AI teams should be studying.

Transformation & Context

Blurred Lines: AI Frontier Labs Continue to Vertically Integrate

AI Week may be over, but the updates keep coming. OpenAI, Anthropic, and Google are turning labs into platforms, bundling features into super apps, and redefining enterprise utility. Is this GenAI’s “iPhone flashlight” moment?