Ideas and observations
Thinking about the machinery of change.
Adtech, artificial intelligence and the operating decisions that turn an interesting idea into something useful.
Latest thinking
03 essays
03Adtech · Strategy
Before your agents talk to the market, make sure your own systems can
The market is focused on connecting agents between companies, while the internal joins between systems, data and workflows are still being managed by hand. That is where agentic can release capacity for growth.
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02Adtech · M&A · Media intelligence
The open web’s intelligence layer is consolidating
The open web can remain large while the independent AdTech layer around it becomes considerably smaller.
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01AI · Adtech · Operating models
The agentic Fermi paradox: if agents are everywhere, where are they?
Agents are increasingly easy to demonstrate. The harder question is whether organisations will trust them with genuine authority.
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