The Latest Essay · June 7, 2026 · 10 min
LONG ARCThe 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.
Read the essayThe 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.
The Doctrine
Four pillars
Pick the question you're actually trying to answer.
Long Arc6
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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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.