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AI Strategy field notes.
All Joust field notes tagged AI Strategy.
A Better Mental Model for Understanding AI
AI systems are predictive systems, not intelligent ones. That single shift in framing explains why they use tools, why they hallucinate, and where human judgment still matters.
Ron Davis
Jun 26, 2026
Tools, not gods.
We've seen this hype cycle before. The grounded version of AI is real, useful, and worth defending from the loudest pitch. A practitioner's read on what works, what it costs, and what to actually watch.
Ron Davis
May 11, 2026
Why most AI consulting decks never reach production
After thirty years inside the systems that run enterprise companies, the pattern was hard to miss. Smart teams pay for strategy. Then nothing changes.
Ron Davis
Apr 12, 2026
The six figures hiding in your operations
Most leaders know there's waste in the system. They don't know how much. The number is usually larger than they're comfortable with.
Ron Davis
Mar 4, 2026
Build vs. buy, in 2026
The build-vs-buy decision changed when LLMs got cheap. The new question isn't which one to choose. It's which parts of the stack each one belongs to.