By Manish Garg
Exploring over the Horizon
In focus
Enterprise software has moved in waves, each codifying a deeper layer of the company. The first captured transactions, the second information. The third reaches the tacit layer.
Recent
"We can know more than we can tell." Sixty years on, Polanyi's paradox is exactly where enterprise AI stalls: the tacit last mile that resists being written down.
Claims is the use case every insurer quotes, and the one that keeps under-delivering. Why the disappointment cycle repeats, and what actually changes once agents enter the loop.
Every enterprise AI portfolio is a list of existing workflows made faster. The real prize is not automating the work you do. It is asking whether it should exist.
"Copilot" fit when a human flew and the AI rode shotgun. That model is breaking, and the vocabulary is shifting from copilot to coworker.
Three gravities that actually defend an enterprise, and why the layer everyone is arguing about is the one that compounds the least.
Themes
From Demystified
AI built for one industry or workflow rather than for everyone. Where the moat is the integration depth, not the model.
DemystifiedWhat experts know but can't fully describe. The reason enterprise AI rollouts stall at the 20% that wasn't in the SOP.
DemystifiedHow a model stops narrating what ought to happen and actually sets it in motion. The bridge between language and action.
From Resources
From the margins
A 2008 SaaS pitch deck, re-released for 2026 with "cloud" quietly find-and-replaced to "AI."
A four-question read on which wave your core business software belongs to, and which one its vendor is heading for.
A diagnostic, not a test: how much of your team's work could actually be written down as a procedure?
Drawn to Scale
Augmented.