Analysis and field observations from a fractional CTO & CPO who has built, sold, and operated inside physical-world technology platforms — not from the sidelines.
An Anthropic researcher resigned over extinction risk. A scientist put a number on it. The debate is real, and it still is not the thing CEOs and CTOs can actually manage. Here is the one measurable target that should drive AI strategy, and the investment and comp decisions that follow from it.
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Most annual plans are ceasefires, not strategies. Every company stops work in 2027 anyway. The only question is whether leadership decides what stops, or leaves it to attrition, burnout, and the comp plan.
Every deal team finds key person risk in diligence. Most respond by swapping out the operator. The data says that is rarely the move that protects the multiple.
An Anthropic researcher resigned over extinction risk. A scientist put a number on it. The debate is real, and it still is not the thing CEOs and CTOs can actually manage. Here is the one measurable target that should drive AI strategy, and the investment and comp decisions that follow from it.
Fractional CTO & CPO engagements for PE-backed and founder-led companies in IoT, healthcare technology, and industrial monitoring.
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Co-founder of Bluvision, acquired by HID Global in 2016. Former VP of Product, IoT at HID Global. Managing Partner, Johnson Holdings Group.
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