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Opinion field notes.

All Joust field notes tagged Opinion.

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
OpinionAI Strategy

One resignation away

The thing that makes your company hard to copy usually lives undocumented in a few people's heads. It is your most valuable asset and your largest single point of failure, and most companies only price it the week someone gives notice.

Ron Davis Jun 24, 2026
OpinionMethodology

Running off the inbox, not a plan

Most teams do not run on a plan. They run on whoever's inbox is loudest. It is the most expensive operating habit we see, and it stays invisible because the cost is spread across everyone's day.

Ron Davis Jun 17, 2026
MethodologyOpinion

Why Most AI Pilots Fail

Three patterns I keep seeing after 20+ consults, and what to do instead. The model is fine. The pilots die for reasons that have almost nothing to do with AI.

Ron Davis Jun 3, 2026
OpinionAI Strategy

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
OpinionAI Strategy

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
OpinionAI Strategy

Honesty as a deliverable

The most valuable thing we hand a client isn't a roadmap. It's the answer they were already half-suspecting but no one had said out loud.

Ron Davis Feb 20, 2026
OpinionPrinciples
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