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.
PreviouslyBloombergGPTcontributorAWSex–GenAICerebrasex–Head of GenAI Strategy70,000+professionals taught
One essay a week. Long enough to matter, short enough to read. Always sourced. Always disclosed.
Start here
New here? Read these first.
Three essays that each show a different strand of the argument the rest of the archive is building on.
- 01LONG ARC
The Permission Problem
After chips and power, permission is the third constraint. How AI infrastructure became a regulatory cost-allocation story.
10 min - 02LONG ARC
The Title Is Arriving. The Authority Isn't.
Every Fortune 100 board is about to hire one. The reporting line determines whether the role works — and it gets decided before the job description is even posted.
13 min - 03DECISION MAKER
The Call That Already Happened
The shareholder suit that turned AI oversight from a governance hobby into personal director liability.
6 min
The Doctrine
Four pillars
Pick the question you're actually trying to answer.
Long Arc7
Decisions playing out over 18–36 months, not news-cycle takes.
Browse
Second Order9
Tracing cascading effects, not just first-order outcomes.
Browse
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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More to read
Recent essays
LONG ARCJune 7, 2026
The Permission Problem
The latest moat in AI is power. And the fix for this isn't coming from any single capital or any single state.
10 min read
DECISION MAKERMay 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
13 min read
LONG ARCMay 24, 2026
Announced Is Not Energized
AI's capex cycle is entering the part that gets judged on economics, not press releases
11 min read
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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. Eighteen months at Cerebras as Global Head of Generative AI Strategy & Business Development. BloombergGPT contributor. Has taught 70,000+ professionals on enterprise AI adoption and risk.