The Forward View

AI commentary is built for the news cycle. I think in three-year horizons — for the people who actually have to decide.

Ritesh Vajariya · AI Guru^® · NEUBoard

One essay a week. Long enough to matter, short enough to read. Always sourced. Always disclosed.

The Latest Essay · May 31, 2026

The Gigawatt Era

AI's new unit of measurement: what one is, what 220 of them by 2030 actually means, and the gap between how often the word gets used and how rarely it gets explained

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13 min read

The Doctrine

Four pillars

Pick the question you're actually trying to answer.

Long Arc5

Decisions playing out over 18–36 months, not news-cycle takes.

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Second Order9

Tracing cascading effects, not just first-order outcomes.

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Cross Domain3

Connecting lessons across banking, manufacturing, healthcare, EdTech, governance.

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Decision Maker26

Written for board directors, PE operating partners, CTOs, GCs, and founders.

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Recent essays

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LONG ARC11 min

Announced Is Not Energized

AI's capex cycle is entering the part that gets judged on economics, not press releases

May 24, 2026

SECOND ORDER11 min

20,000 Chips

The Cerebras IPO, the architectural shift beneath it, and the milestones I will be watching

May 17, 2026

DECISION MAKER6 min

The Call That Already Happened

Adobe, Caremark, and the AI oversight gap that just became personal

May 3, 2026

One essay a week. Decision-maker horizon. No noise.

Long enough to chew on Monday. Short enough that you actually read it. Read by board directors, operating partners, and founders working out what to do about AI.

Ritesh Vajariya advises boards, PE operators, and founders on AI strategy. BloombergGPT contributor, ex-AWS GenAI, ex-Cerebras Head of Generative AI Strategy & Business Development. Has taught 70,000+ professionals on enterprise AI adoption and risk. Disclosed affiliations: AI Guru^® · NEUBoard.

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