The CUP Theory of AI Defensibility For Services As Software Business Models

I’ve written a bit about “services as software,” one of the models I like best in a world of AI. The gist of the model is that you take a services business where humans used to provide the service and you either use robotics ( if it’s a physical service) or algorithms (if it’s a […]

Why Technologists Keep Guessing Wrong On the Outcome of Technologies

An article in the Wall Street Journal yesterday highlighted that Uber and Lyft haven’t lived up to their promises.  Ride sharing was supposed to make traffic better but study after study has shown that it has made traffic worse.  The thing no one is talking about is, this is a bigger trend in tech – […]

Defining The Services-As-Software Business Model For AI

My angel investment in Botkeeper has been one of the most influential in my thinking on how AI strategy is evolving. When new high impact technologies come along, they often shake up status quo business models and because no one understands what business models might emerge on the other side, it’s a wonderful time to […]