2 posts
Strategy
Your AI Strategy Is Missing the Revenue Line
Most AI strategy decks start with cost. Automate processes, deploy copilots, consolidate back-office. It's all inward-facing. The question that should be on page one: how does AI change the way your customers find you, evaluate you, and buy from you? That's where the existential risk lives.
The Three Scenarios Are Dead
Every investment memo and annual plan runs three scenarios: base, upside, downside. Three futures that feel rigorous but aren't. Stochastic simulation fixes this in principle. Now LLMs can parameterize it in practice. The full distribution of outcomes changes what you see and where you look.
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Create Value Amid Uncertainty