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.

By Ritesh Vajariya

AI Guru® · NEUBoard

Latest Essay
LONG ARC · May 24, 2026 · 11 min read

Announced Is Not Energized

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

Read →

Four pillars

Long Arc

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

Second Order

Tracing cascading effects, not just first-order outcomes.

Cross Domain

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

Decision Maker

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

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

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Ritesh Vajariya advises boards, PE operators, and founders on AI strategy. Previously shaped systems at scale across enterprise and education. Disclosed affiliations: AI Guru® and NEUBoard.