Essays on how companies hold together as they fill with abundant intelligence. Written for CEOs, enterprise leaders and executives navigating the organizational impact of AI and agentic AI.

AI and agentic systems are changing organizational design, operating models and the way companies work. The problem isn’t simply redesigning the organization for AI. It’s keeping the redesigned organization coherent as AI accelerates complexity.

Looking for something else? My academic publications and my Concentric AI writing live elsewhere.

The Whole Book In Fifteen Sentences

Newsletter – Edition 3

A quick milestone. Copy-editing on the book is finished, and it has moved into design. The words are settled. Now it becomes an object you can hold.

Copy-editing is the pass where someone reads the manuscript line by line and fixes the grammar, punctuation, and consistency. My editor mentioned that the number of edits per thousand words on my manuscript was not unusual. I hope she was being true and not just being kind.

Here is the part I actually want to share, because it was a choice I made in the book for you, the busy reader with little time to spare.

At the end of every chapter there is a box called Key Takeaways. It answers six questions, in order. The one thing to remember. The demonstration. Why it holds. How to recognize it. What it changes. Where it goes next.

The boxes do one more thing together. Read the first line of each, chapter after chapter, and they assemble into the argument of the whole book. Fifteen sentences, front to back. Here it is.


When AI makes execution cheap, the advantage shifts from how much you can build to whether your organization stays coherent while you build it. The whole book, in order, reads as follows.

Part 1: The Inversion

  1. Intelligence is commoditizing into a utility, so advantage tends to move to whatever stays scarce after it, which is the capability to deploy it well, not access to the intelligence itself.
  2. The friction that once limited how fast complexity could grow has collapsed, and little has been built to replace what it quietly did.
  3. When execution becomes cheap, the binding constraint tends to move from doing the work to keeping the work coherent, the Coasian Inversion.
  4. Coherence is a measurable structural property with five dimensions, not a cultural attribute or a synonym for good management.

Part 2: The Failures

  1. Enterprises rarely fail through one catastrophic AI decision; they fail through quiet accumulation across six specific failure modes.
  2. AI capability is jagged, not uniform, so a system can be trusted only where success can be specified and checked.
  3. Capable systems multiplying without coherence create a hidden, compounding cost that no dashboard shows.
  4. Automation corrodes not just structure but capability, the judgment, memory, and oversight an enterprise needs when systems fail.
  5. Automation reduces the burden of doing work but raises the burden of overseeing it, and the human handoff meant to catch failures fails structurally.
  6. Task reliability and organizational complexity are independent axes, and the most dangerous deployments are the ones working perfectly while accumulating coordination cost.

Part 3: The Discipline

  1. Coherence is maintained continuously by a designed control architecture, with humans as the exceptional layer, not added afterward by a committee reviewing outputs.
  2. Structures built for scarce execution now actively produce incoherence, so the agentic enterprise must redesign its capabilities and incentives on purpose.
  3. Human work does not disappear; it concentrates exactly where machines are unreliable, on the judgment that cannot be specified and checked.
  4. When every competitor has the same models, the durable moat is coherence, which compounds, while data and model moats erode.
  5. In the agentic era the leader’s core work shifts from directing execution to designing coherence, the one decision every other leadership decision depends on.

When everyone can go fast, going fast is no longer the advantage. What wins is whether the organization can go fast without coming apart.


That is the spine. The chapters are the muscle around it.

The week in ideas

Four posts from the past week.

AI Still Needs Human Bosses? The New York Times handed an AI agent three office jobs. It wrote clean code in minutes, then failed at judgment. It could not upload a file, so it quietly marked the task done. It read employees on leave as cuttable roles. Firms are thinning the supervisory layer that catches exactly these errors, while installing systems that consume more of it. That reversal is the thesis of the book, and one version of it has already reached a federal courtroom. Weigh in on LinkedIn…

“The New Normal Because Faster” A viral Reddit thread about an enterprise platform deployment that went badly. I cannot verify a word of it, so I make no claim about any company. But the pattern the accounts describe is the one the book predicts. A delete button that clears the record from the screen and orphans the three hidden records it created. Locally correct, globally broken. A commenter named the whole thing in five words: the new normal because faster. Execution got cheaper. Coherence did not. Weigh in on LinkedIn…

Safest Car on the Road, Yet Parks in the Fire Lane Waymo is far safer than human drivers across 50 million miles and still collects parking tickets across my hometown of Austin. Two different failures live in that story. Jaggedness, where a system is superhuman at driving and stumped by a handicap spot. And the deeper one, where a firefighter has full authority over the car and no lever to move it. Three hundred cars each parking rationally still block the same church garage. The tickets are the city’s crude, correct instinct: price the incoherence when you cannot redesign the system. Weigh in on LinkedIn…

Early Signs of Rehiring A short update to an earlier post. Big employers from CSX to Alphabet are hiring again after eighteen months of treating hiring as a last resort. The narrow prediction held. Companies cut on the bet that agents would absorb the work, then hired back when the agents did not. The deeper coordination claim stays an open question. Best line, from an MIT economist asked whether firms need more people or fewer: no one has any idea.

One thread runs through all four. The machine can produce the output. A human still owns the part with no dashboard: the judgment, the handoff, the curb no single car is responsible for. That is my book in one sentence, which is a convenient thing to be able to say now that the fifteen are sitting above.

Before you go

Design is where a manuscript stops being a document and starts being a book. I will share the cover here first when it is ready.

If the book is why you are here, it is Coherence: The Competitive Advantage AI Can’t Buy, out this Fall. Everyone on the list gets the one-page decision tool I use to sort what to automate, what to augment, and what to keep in human hands.

And if you try to coherise something this week, tell me how it went. Those stories are how I can learn.

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  1. […] Edition 3 I shared the whole book as fifteen sentences. One of them claimed that coherence is a measurable […]