The Long Road to the Threshold
1. Novelty Is Usually a Disguise Most technology ideas arrive in the world disguised as novelty. They are announced as rupture. As invention. As the sudden appe...
Category: Competition
Beyond the Codex Moment
In my previous post, I described what I called my “CODEX moment”: the realization that the capabilities of agentic engineering tools have crossed a threshold. F...
My CODEX Moment
An Inflection Point I wrote my first line of code in 1981 on a Sinclair ZX80. It wasn’t compiled or linked, and persistence was tenuous at best. You wrote in BA...
Now’s the Time to Check your Digital Posture
Digital posture: The combination of digital products and services, processes, tooling, skills and culture that enables an organization to achieve its strategic ...
Is there a ‘can’ in your future?
In the economics of computing the most expensive resource is still the network. In scenarios where large data-sets are being processed it is almost always cheap...
Cloud Computing and Complexity
The business of Information Technology (IT) has a complexity problem. As a domain IT requires deeply specialized skills, the language of IT is arcane and busine...
Why There’s No Future in Cloud Futures
An interesting debate took place at last week’s Cloud2020 gathering regarding the viability of futures markets for cloud computing capacity. I’m fir...
The Composable Enterprise
We have witnessed a major shift over recent decades towards a digital services based economy[1]. Exponential growth in the power of information technology enhan...
The Laws of Platform Economics
The economic evolution of computing platforms appears to be guided by a number of ‘Laws’ that are independent of any specific underlying technology....
Economics and Platform Architecture (Part 3)
Part 2 of this series of articles looked at how transitioning from scarcity to an abundance of fundamental computing resources enabled the historic one-to-one r...