The Build-or-Buy AI Debate Is a Distraction.
The Build-or-Buy AI Debate Is a Distraction. What Should We Be Asking Instead?
Everyone is debating whether to build AI or buy it. I think that's the wrong question. The one that matters is whether you can afford to wait — and whether your customer experiences you as one team or four. Also published in BoardBrief by Alpha Governance Group.
The GRR Time Bomb
The GRR Time Bomb: Why the Silent Killer of Enterprise Value Is Hiding in Plain Sight
In February 2026, roughly $285 billion in SaaS market capitalization evaporated in 48 hours. AI didn't create that problem — it exposed one that had been ticking since the day the deal closed. NRR gets the spotlight. GRR holds the answer.
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