Announcements
Don’t miss it
The Efficiency Trap: China Won The Cost Curve, The US Owns The Cash Register
Beyond Token Prediction: The Architectural Case for Truth-Grounded AI
The Day After AGI: Davos 2026 and the Intelligence Transition
The Complexity Transition: Why Human Intelligence Must Redefine Itself in the Age of Artificial Cognition
Members
Mercedes and the Temporal Trap
Mercedes spent €15B on transformation, executed it perfectly for 3 years, then reversed it. The strategy might have been right—but they ran out of time to prove it. When validation takes 7 years, but stakeholders tolerate only 3, transformation becomes impossible.
The Quiet Revolution: Why Your Organization Is About to Become Something Entirely New
The AI advantage won't come from smarter tools, but from organizations that treat intelligence as infrastructure. Scattered deployments compound into complexity and fatigue, not competitive advantage. The firms that thrive will build systems where intelligence accumulates.
The Hardest AI Question Isn't 'What' or 'How'—It's 'Where'
Diffused AI strategies yield marginal, replicable gains. Deep concentration in one domain—chosen via three filters: infrastructure needs, workflow centrality, and measurability speed—creates competitive moats. Commitment to execution matters more than perfect selection.
From Compression to Constraint Discovery: Why VL-JEPA Succeeds Where Language Models Struggle
Language models trained on text learn how intelligence sounds, not how it works. VL-JEPA offers an alternative: predict continuous meaning rather than discrete tokens. Smaller model, better physical understanding. Constraint abstraction beats compression.
Beyond the Compression Ceiling: Discovery over Imitation
Language models trained on text learn how intelligence sounds, not how it works. Written language is compressed reasoning residue, stripped of exploration and failure. Real progress requires constraint discovery through interaction, not pattern prediction.