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own the unknown: how to design better experiments

Risks mean we know possible worst-case scenarios and how to plan for each. Everything is measurable. But treating uncertainty like risk stops us from seeing the problem clearly before solving it. If uncertainty was truly a risk, we’d be able to predict the LA fires...

What Does Palantir Actually Do? | WIRED

PALANTIR IS ARGUABLY one of the most notorious corporations in contemporary America. Cofounded by libertarian tech billionaire Peter Thiel, the software firm's work with Immigration and Customs Enforcement, the US Department of Defense, and the Israeli military has...

Agentic Web: Weaving the Next Web with AI Agents

In this paper, we present a structured framework for understanding and building the Agentic Web. We trace its evolution from the PC and Mobile Web eras and identify the core technological foundations that support this shift. Central to our framework is a conceptual...

The road to AI Exponential will be bumpy | Constellation Research Inc.

Companies that are AI native are likely to deliver better returns, run autonomously and thread the needle between human and digital labor. The catch? Getting to that AI native status isn't going to be easy. Constellation Research CEO Ray Wang outlined an AI maturity...

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Recent Briefings

Will AI be ‘Winner takes it all’ or General Purpose Technology?

In a week where more than one leading LLM seems to be creaking at the seams, suffering capacity issues or even going backwards in terms of output utility, it is worth re-stating why we think it is worth focusing on enterprise AI over consumer AI, and why we think it...

Codifying Rulesets in the Explainable Enterprise

The launch of Kimi’s K2 model was perhaps the most noteworthy AI-related news item of the past couple of weeks, and an indicator of the growing investment efficiency gap between China and the United States. Azeem Azhar’s coverage of the model and its implications,...

Is Enterprise AI Ultimately Less Risky than Consumer AI?

The debate about AI risks and potential harms is starting to bifurcate into the kind of toxic polarisation we are now used to seeing in politics, economics and other areas of life, amplified by online echo chambers. In addition to technical critics like Gary Marcus,...

Can Learning Help Overcome the AI Capability-Absorption Gap?

We are reaching a curious time for enterprise AI adoption. Organisational AI readiness is advancing far slower than the technology, and yet more and more large firms are warning employees that their jobs are likely to disappear or be transformed by automation and...

Agentic AI Needs Strong Foundations

The respected American venture capitalist Mary Meeker recently shared her first internet trends report since 2019, focused on AI and its future. It runs to 340 slides (with center-aligned text … grrr!), so it takes time to absorb. But in addition to its meta-level...

New Models and Old Challenges

It has been a busy couple of weeks for analysts covering new AI launches, with some impactful new models and agentic systems being announced that add up to a significant advance in capabilities. Hot on the heels of announcing Gemini 2.5 Pro, Google announced AI Mode...

Making the Invisible Visible

There was a quiet but era-defining shift last week when Google searches in Safari declined for the first time as a result of more people switching to AI tools for finding information. This could have far-reaching consequences both for Google and also for Apple, who...

How can AI Help Accelerate Europe’s Industrial Renaissance?

Industrial AI is starting to transform the way we make things, and the cost model for doing so, which could provide a much-needed boost to the industrial renaissance that Europe needs in the face of growing geopolitical risk. But whilst AI will play a role in products...