03 / videos — 7 entries
Videos
Short videos on AI economics, compute, agents and how AI actually gets used. Each one opens on the platform it was published on.
AI-native vs AI-enabled: the new diligence question (watch on LinkedIn, opens in a new tab)
AI-native and AI-enabled software companies differ on cost attribution, spend predictability and gross margin, even controlling for size. For investors, the question is whether AI was added to the product or the business was built around its economics.
Pricing the model, or the infrastructure? (watch on LinkedIn, opens in a new tab)
96% of CFOs in Cloud Capital's research said multiple AI cost categories exceeded forecast in H1 2026. The largest overruns were in compute infrastructure and data, ahead of model and token costs.
Trust, not tokens (watch on LinkedIn, opens in a new tab)
Models will improve and tokens may get cheaper, but enterprise technology history suggests value accrues to whoever becomes the default, trusted choice.
When does compute get a benchmark? (watch on LinkedIn, opens in a new tab)
Gold has LBMA, oil has Brent, natural gas has Henry Hub. Compute, now central to AI unit economics, still has no reference price.
Vibe coding vs vibe engineering (watch on LinkedIn, opens in a new tab)
Polished demos are not production systems. The difference between vibe coding and vibe engineering is judgement that compounds, and the technical ability to exercise it.
Move the AI debate from performance to volatility (watch on LinkedIn, opens in a new tab)
As growth normalises, the questions become who absorbs volatility and where the economics settle, as happened in payments infrastructure. Scepticism here is about value capture, not the technology.
The WRAP Framework: did you really build an agent? (watch on LinkedIn, opens in a new tab)
A simple diagnostic for working out what an AI system actually is, and what it is not, before calling it an autonomous agent.