1. The problem nobody states plainly Every time someone in banking talks about Retrieval Augmented Generation, vector databases, or semantic search, the word embeddings surfaces almost immediately, and most people in the room nod without actually knowing what an embedding is. That is not a criticism. It is simply what happens when a mathematical concept […]
Read more →Two screenshots crossed my phone within about a day of each other this week, and together they say more about where this industry is heading than most of the analyst notes I read. The first is Moonshot AI announcing it had to pause new subscriptions to Kimi K3 because demand pushed its GPUs close to […]
Read more →A post did the rounds recently on r/cscareerquestions, a Reddit forum where software engineers trade career advice and workplace stories, under the title “My senior engineers have stopped thinking for themselves.” The author, three years into a job he liked, describes watching his tech lead ship a PR labelled “refactored auth flow based on ChatGPT […]
Read more →1. The narrow claim This is not a case for replacing Claude across the enterprise. Most of what several thousand ordinary employees do with AI is low volume and highly varied, and a frontier model’s breadth is genuinely worth paying for there. That part of the bill is not in play in this piece. The […]
Read more →1. The question worth asking properly A colleague messaged me recently about Claude Cowork, loving what it does, but with one worry he couldn’t shake, at what point have we ceded so much organisational context and IP to a vendor that they could simply run us. That is the actual question this piece is trying […]
Read more →1. A definition, and the email that prompted it Moronic inference is the organisational habit of constructing highly confident explanations from evidence that is far too weak to justify them. I did not set out to write a definition. I arrived at one because Disney+ handed me a perfect example of it. I have been […]
Read more →Published: June 2026 | Author: Andrew Baker Running large language models locally is no longer the exclusive domain of hyperscalers. Startups are increasingly asking a deceptively simple question: should we drop $300k on an NVIDIA DGX node, or pick up a Mac Studio for a fraction of that cost? The answer depends entirely on your […]
Read more →AI is not eliminating work so much as changing what organisations optimise for. Companies that once grew by adding layers of management, reporting and coordination are beginning to grow by adding builders and customer facing experts instead, with AI quietly removing much of the organisational overhead that previously sat between them. The businesses that understand […]
Read more →by Andrew Baker 1. Opening: The Client Has Been Captured The fraud victim approving a transaction they believe is a refund is not making a mistake. They are not confused or careless or naive. They are operating under full psychological capture, executing instructions from an authority figure they have been conditioned over the course of […]
Read more →There is a version of this story that most technology vendors would prefer you heard. In that version, Switzerland evaluated Palantir’s data analytics platform, found it impressive, but ultimately declined due to vague concerns about national sovereignty: a regulatory sentiment, a political posture, nothing that applies to a commercial enterprise operating under normal procurement constraints. […]
Read more →