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Recent Thoughts

A documented campaign showed agents executing substantial portions of an intrusion chain with limited human intervention.

AI-Orchestrated Cyber Espionage Changes the Defensive Baseline

A documented campaign showed agents executing substantial portions of an intrusion chain with limited human intervention.The strategic question There are moments when a technology story stops being a specialist discussion and becomes a board question. A documented campaign showed agents executing substantial portions of an intrusion ...
ChatGPT Atlas reframed the browser from a window onto information into an agentic workspace—and exposed a new security frontier.

The AI-Native Browser and the Battle for the Interface

ChatGPT Atlas reframed the browser from a window onto information into an agentic workspace—and exposed a new security frontier.The strategic question There are moments when a technology story stops being a specialist discussion and becomes a board question. ChatGPT Atlas reframed the browser from a window ...
Instant Checkout and an open commerce protocol signalled a profound shift in distribution, attribution and customer ownership.

Agentic Commerce: When Discovery Becomes Transaction

Instant Checkout and an open commerce protocol signalled a profound shift in distribution, attribution and customer ownership.The strategic question There are moments when a technology story stops being a specialist discussion and becomes a board question. Instant Checkout and an open commerce protocol signalled a profound ...
Cobalt architectural platform connecting Britain to global markets

Britain as a Growth Platform: A Landing Strategy for Global Founders

Entering the UK should be treated as the construction of a scalable operating base—not the registration of a company or the opening of a London sales office.A market entry is not a company formation Britain remains attractive to global founders because it combines sophisticated customers, deep ...
As agents acquired tools and autonomy, the decisive design question became not what they could do, but what they were allowed to do.

Trustworthy Agents: Control Must Travel with Capability

As agents acquired tools and autonomy, the decisive design question became not what they could do, but what they were allowed to do.The strategic question There are moments when a technology story stops being a specialist discussion and becomes a board question. As agents acquired tools ...
A voluntary code translated broad legal duties into practical expectations for transparency, copyright, safety and security.

The EU’s General-Purpose AI Code: Governance Gets Concrete

A voluntary code translated broad legal duties into practical expectations for transparency, copyright, safety and security.The strategic question There are moments when a technology story stops being a specialist discussion and becomes a board question. A voluntary code translated broad legal duties into practical expectations for ...
The UK’s modern industrial strategy put compute, power and place at the centre of competitiveness.

Britain’s AI Infrastructure Test

The UK’s modern industrial strategy put compute, power and place at the centre of competitiveness.The strategic question There are moments when a technology story stops being a specialist discussion and becomes a board question. The UK’s modern industrial strategy put compute, power and place at the ...
Emerald and brass bridge symbolising the scale-up capital gap

The Scale-Up Capital Gap: Financing Growth Beyond the Seed Round

Britain creates ambitious companies, but scaling them demands a finance architecture that matches capital to milestones, working capital and risk—not a perpetual search for the next equity round.Capital is a design problem The phrase “funding gap” suggests a missing pool of money. For many scale-ups, the ...
Claude 4 and a new generation of agent tools made sustained delegation credible—and governance urgent.

Frontier AI Moves from Chatbot to Colleague

Claude 4 and a new generation of agent tools made sustained delegation credible—and governance urgent.The strategic question There are moments when a technology story stops being a specialist discussion and becomes a board question. Claude 4 and a new generation of agent tools made sustained delegation ...
The 2025 trade-policy shock reminded leaders that efficiency without optionality is simply concentrated risk.

Tariff Shock: Strategy in an Age of Weaponised Interdependence

The 2025 trade-policy shock reminded leaders that efficiency without optionality is simply concentrated risk.The strategic question There are moments when a technology story stops being a specialist discussion and becomes a board question. The 2025 trade-policy shock reminded leaders that efficiency without optionality is simply concentrated ...
Hybrid reasoning and coding agents changed the unit of value from a fluent response to a completed, verifiable task.

From Answers to Agency: The Rise of Reasoning Systems

Hybrid reasoning and coding agents changed the unit of value from a fluent response to a completed, verifiable task.The strategic question There are moments when a technology story stops being a specialist discussion and becomes a board question. Hybrid reasoning and coding agents changed the unit ...
Abstract operating model showing people, decisions and AI-enabled workflows

Transformation Is an Operating Model, Not a Technology Budget

Britain’s AI ambitions sharpen a lesson many boards still avoid: transformation succeeds when technology changes how decisions, work and accountability operate—not when it merely enlarges the software estate.The category error Executives often describe transformation through the assets being bought: a cloud migration, an AI platform, a ...
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