Thoughts of 2026-03-20
AI is pushing AWS towards a $600bn decade-scale ambition while most finance teams still cannot predict cloud spend with confidence. That gap is where AI strategies fail. …
Section
Ai
Connections
Style guides for AI
Using style guides to help AI write more like you
Notes from Tech Show London 2026
Tech Show London 2026 revealed a different side of IT. Much of the floor space focused on data centre infrastructure, with DevOps, AI and security playing smaller roles. …
Stop being supportive AI, please
AI feels helpful when you are thinking—but that is the trap.
News - cracker method for AI cost optimisation?
AI costs are splitting in two directions. Microsoft is cutting cloud prices while GPU and inference bills explode. This article shows why “AI infrastructure” is no longer …
News - Two days in February. Same AI technology. Palantir posts +70% revenue growth. The software sector watches $285 billion evaporate.
• Same AI, opposite outcomes: Palantir surges, software stocks crash. • The difference is context. • AI rewards vendors embedded in unique, defensible data and workflows. …
The illusion of less work
AI does not remove work; it multiplies it. When output becomes cheap, volume explodes. Without leadership deciding what “enough” looks like, optimisation just accelerates …
The end of AI blank cheques
The AI spend surge is colliding with financial reality. Cloud is now a major operating cost, forecast variance is rising, and CFOs are taking ownership. AI unit economics …
How to build an Agent policy
Agents need a policy. Don’t reinvent governance. Apply what you already do with people: review, limit, escalate, grow trust. Reality begins not when the model speaks, but …
“The Real Superpower of AI Isn't Technical - It's Contextual
This is a new talk delivered in December in front of Data and AI leaders in Financial services.