The Evidence Pack Behind an AI Investment Thesis
An engineering evidence pack can clarify uncertainty without pretending to decide the financial merits of an investment.
THE READING ROOM
Advisory
THE READING ROOM
Writing & investigations.
What Survives When the Model Becomes a Commodity?
Differentiation should be tested against substitution in models, distribution, data access and workflow ownership.
What a Performance Diagnostic Should Deliver
A useful diagnostic produces a reproducible finding and a decision, not just a large dashboard or a list of suggestions.
AI Readiness Is a Set of Evidence Gaps
Readiness is better expressed as unresolved questions with owners than as a decorative maturity score.
Technical Due Diligence for an Agentic Product
Diligence should connect differentiation to data access, quality, economics and failure recovery.
Buying an AI Demo Versus Buying an Operable System
A convincing demonstration leaves unanswered questions about data rights, recovery, operating cost and evaluation ownership.