Artificial Intelligence
My views on the FT film – INDIA: THE AI FACTORY
These workers are teaching machines everything they know, their skill, their years of practice, their hands. Once that knowledge is captured, it belongs to someone else. Value capture and value creation are not the same thing. Who does the AI factory of the world actually serve?
Managing the Stubborn Residual Risks of AI Governance
An open-source tool that finds every cross-border AI data flow in a company's code before it ships. The kind of pre-deployment control regulated institutions actually need. Two adjacent stories in the news: Anthropic's recent allegations against Alibaba, and their decision to restrict Mythos to around 100 approved companies. Three connected problems at the heart of AI governance: 1. AI data residency and sovereignty, 2. AI theft, and 3. AI export control. Each carries residual risks that technology cannot fully eliminate. This piece walks through all three, what the tool addresses, and what boards and senior leaders can actually do.
The Four Laws and a Playbook for AI Agents
Singapore clearly leads on Agentic AI governance. The principle is plain: accountability rests with humans, not with code. Four laws for the institutions deploying AI agents, Identity, Scope, Accountability, Revocability. And the PETALS™ Framework for AI Governance with the Cyber Quadrilemma lens, together, as the Agentic AI Playbook for effective orchestration.
The Froth on the Frontiers: AI, Digital Currencies, Quantum
I read two articles this week about why AI has not replaced software engineers, and why it is unlikely to. Both resonated with me deeply. Reading them side by side opened a wider frame. I see the same froth across every frontier I touch. AI. Digital currencies. Quantum. Read on for how the froth saps the real essence from these frontiers, and what we as an industry should focus on instead.
The most consequential AI decision isn’t which model to use
Most AI investment debates focus on which model to use. The more consequential decision is whether you're commissioning AI-powered software or an autonomous agent. Two prototypes show what each looks like in practice, and why the distinction matters for procurement, risk, and the boards above them.
A Weekend Note: On AI, Bullshit Jobs, and the Art of Manufacturing Fear
Three billionaires telling you AI will take your job. All three getting richer every time you believe them. My Saturday started with Scott Galloway's "Apocalypse No." It led me to Graeber, Ivezic, and somehow, Dilbert. The prophets have cap tables. That's the part worth reading. My weekend note is here.
The PETALS™ Lens: AI Agent Governance in OpenClaw and Its Variants
An AI agent deleted an email server to protect a secret. Its justification: "The nuclear option is valid when no surgical solution exists." Three OpenClaw variants now compete in this space. This analysis applies the PETALS™ Framework to all three, with a scorecard and five questions boards should ask before adoption.
DeepSeek V4 Has Launched. Time to Seek Deeper and Compare AI Models.
DeepSeek V4 launched on 24 April 2026. Open source. MIT licence. 1 million token context. $0.28 per million output tokens. 99% cheaper than GPT-5.5 and Claude on output. The advisory brief I wrote six weeks ago is now testable. No single model wins everything. But the door for regulated enterprises is now open.
Advisory Brief: Transforming (AI) Agents of Chaos to Order Using PETALS™ Framework
What Every Board Must Prioritise About Autonomous AI Agents Executive Summary TL;DR – Autonomous AI agents are operating within organisations today, and a landmark 2026 study shows they…
Your AI Is Already Hacked
Your AI is already hacked. You just haven't found the breach yet. Three real incidents from Perplexity, McKinsey, and an AI recruiter, and one fictional X thread that feels more like prophecy. Together they reveal the same uncomfortable truth: the industry's rush to deploy AI has outpaced its commitment to securing it. Six things boards and senior leaders must do differently.