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
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
Four pillars
Decisions playing out over 18–36 months, not news-cycle takes.
Tracing cascading effects, not just first-order outcomes.
Connecting lessons across banking, manufacturing, healthcare, EdTech, governance.
Written for board directors, PE operating partners, CTOs, GCs, and founders.
Recent
All essays →Announced Is Not Energized
AI's capex cycle is entering the part that gets judged on economics, not press releases
20,000 Chips
The Cerebras IPO, the architectural shift beneath it, and the milestones I will be watching
The Call That Already Happened
Adobe, Caremark, and the AI oversight gap that just became personal
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.