Joao Coutinho

Copilots are over. Auditable coworkers are next.

Agentic workflows move closer to "real work," while regulators and infra constraints quietly define what's feasible.

AI strategy

The Physical AI Pivot & The Supply Chain Reality Check

Consolidation up top, constraints underneath: the week the AI stack started looking like industry.

AI Models

January Playbook + 6 Bets for 2026

Less model drama. More operating reality—agents, evals, sovereignty, cost, and the new security perimeter.

AI strategy

Christmas Special: The 12 Signals That Shaped AI in 2025

Less model drama. More operating reality—agents, evals, sovereignty, cost, and the new security perimeter.

AI strategy

The Industrial Stack: When AI Becomes Infrastructure Economics

AI is no longer "just models." It's becoming an industrial stack: capital + compute supply chains + product economics + enterprise integrators + regulation as geopolitics. If your AI strategy still treats models as standalone products, you're planning for 2023.

AI strategy

Standardizing the Agent Brain: Open Agents, Closed Chips

The agent layer is becoming a shared protocol. The hardware layer is becoming a compliance boundary. If your 2026 architecture assumes one without the other, you are planning for the wrong stack.

AI Governance Is Splintering: EU AI Act Delays, OpenAI ‘Code Red’, and AWS’s Nova Forge Gambit

Fragmented governance, frontier agents, and full-stack AI platforms colliding in one week

AI strategy

+10

The Agent Control Plane: Who Governs Your Robot Workforce?

Microsoft Ignite 2025 marks the end of the AI chat era. The agent era begins with a question enterprises aren't ready to answer: who's managing your autonomous AI workforce?

AI strategy

Infrastructure Shockwaves: When the Stack Cracks

When sovereign clouds launch, telco breaches explode, and a single edge network can stall half the internet, you get a preview of Europe’s next decade of infrastructure risk and opportunity.

Cloudflare Outage

Europe's Sovereignty Stack: From Concept to Compute

Microsoft's $10B Sines bet, Bengio's citation milestone, and why Web Summit revealed Europe's AI inflection point

AI strategy

The $38 Billion Question: When Compute Capacity Determines Who Builds AGI

Power has replaced parameters as the defining advantage in frontier AI. Whoever controls the grid controls the future.

AI strategy

When Scale Becomes Liability: The Growth-Governance Gap in Enterprise AI

As OpenAI locks $250B in Azure compute and lawmakers move to criminalize unsafe AI, the gap between growth and governance widens. Europe’s constraints may soon become its greatest advantage.

AI strategy

Efficiency vs. Capacity: Why AI's Next Moat Isn't More Compute

Turning capacity into profit: measuring cost per 1K tokens served.

ROI

From Poisoned Data to Sonic Agents: Building AI Systems You Can Trust

Security, alignment, and infrastructure converge into one operational question—how to build responsibly while you scale.

AI strategy

Bubbles Build the Future: Bezos’ Optimism + This Week’s Agent Stack Shifts

Speculation funds infrastructure. Your job is to turn that runway into policy, telemetry, and compounding advantage.

AI strategy

When Design Meets Runtime: Style → Distribution → Governance

When AI turns sketches into objects, films into governed creative pipelines, and marketplaces into the distribution rail for enterprise agents.

Back-to-School AI, DORA’s Wake-Up Call, and Vendor Risk in the Spotlight

Why seasonal surges, platform maturity, and third-party breaches matter more than model labels

AI strategy

Teens, Tools, and the Next Decade: What OpenAI & Anthropic’s new data mean for work, schools, and our kids

AI adoption is changing how kids learn, work, and make decisions—with safety and judgment the new frontiers.

AI strategy

OpenAI × Microsoft: the reset that ends lock-in and open multi-model strategies

What changed, why it matters, and the 3 moves to make before Q2.

AI strategy

Provenance Is the Product Now: Google’s ‘Nano-Banana’, OpenAI’s Crisis Plan, and GPAI Day One in the EU

Ship provenance (C2PA), system cards, and safety UX before you scale AI in Europe.

Automation Has a Business Model Now: n8n and the End of €44B Cloud Waste

Why automation layers like n8n are becoming cost engines in a world where €44B in cloud spend is wasted

AI strategy

After the Summer Lull: AI’s Agentic Arms Race Heats Up

Enterprise AI shifts from copilots to production agents embedded in ERP/CRM. Cohere’s $500M, Oracle×Gemini in OCI & Fusion, Salesforce’s Agentforce at scale, Kyndryl’s “100 agents/100 days,” GPT-5, Anthropic’s 1M-token context, and MCP.

AI strategy

Chips, Watts, and Diplomacy: AI’s new power struggle

Inside Microsoft’s Full-Stack AI

AI Platforms

Microsoft's Phi-4-mini-flash-reasoning Shrinks AI to Phone Scale Without Breaking It

Small models finally deliver on the edge computing promise—but governance frameworks are racing to catch up

AI strategy

AI Agents, Shrinking Search, and MCP: The New Digital Productivity Landscape

Email is becoming the operating system. Search is dying. And AI agents finally learned to talk to each other.

AI strategy

Joao Coutinho

Copilots are over. Auditable coworkers are next.

The Physical AI Pivot & The Supply Chain Reality Check

January Playbook + 6 Bets for 2026

Christmas Special: The 12 Signals That Shaped AI in 2025

The Industrial Stack: When AI Becomes Infrastructure Economics

Standardizing the Agent Brain: Open Agents, Closed Chips

AI Governance Is Splintering: EU AI Act Delays, OpenAI ‘Code Red’, and AWS’s Nova Forge Gambit

The Agent Control Plane: Who Governs Your Robot Workforce?

Infrastructure Shockwaves: When the Stack Cracks

Europe's Sovereignty Stack: From Concept to Compute

The $38 Billion Question: When Compute Capacity Determines Who Builds AGI

When Scale Becomes Liability: The Growth-Governance Gap in Enterprise AI

Efficiency vs. Capacity: Why AI's Next Moat Isn't More Compute

From Poisoned Data to Sonic Agents: Building AI Systems You Can Trust

Bubbles Build the Future: Bezos’ Optimism + This Week’s Agent Stack Shifts

When Design Meets Runtime: Style → Distribution → Governance

Back-to-School AI, DORA’s Wake-Up Call, and Vendor Risk in the Spotlight

Teens, Tools, and the Next Decade: What OpenAI & Anthropic’s new data mean for work, schools, and our kids

OpenAI × Microsoft: the reset that ends lock-in and open multi-model strategies

Provenance Is the Product Now: Google’s ‘Nano-Banana’, OpenAI’s Crisis Plan, and GPAI Day One in the EU

Automation Has a Business Model Now: n8n and the End of €44B Cloud Waste

After the Summer Lull: AI’s Agentic Arms Race Heats Up

Chips, Watts, and Diplomacy: AI’s new power struggle

Microsoft's Phi-4-mini-flash-reasoning Shrinks AI to Phone Scale Without Breaking It

AI Agents, Shrinking Search, and MCP: The New Digital Productivity Landscape

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