The Forward View
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 VajariyaFounder,AI Guru®Advisor,NEUBoard
AI GuruFounderCerebrasex–Head of GenAI StrategyAWSBedrock, SageMaker, BloombergGPT team100,000+professionals trained
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One essay a week. Long enough to matter, short enough to read. Always sourced. Always disclosed.

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New here? Read these first.

Three essays that each show a different strand of the argument the rest of the archive is building on.

  1. 01
    LONG ARC

    The Permission Problem

    After chips and power, permission is the third constraint. How AI infrastructure became a regulatory cost-allocation story.

    10 min
  2. 02
    LONG 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
  3. 03
    DECISION 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.

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Second Order12

Tracing cascading effects, not just first-order outcomes.

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Cross Domain4

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

All essays →
CROSS DOMAINJuly 5, 2026

What the Plant Floor Knows About Robots

The process industries spent 70 years learning to govern autonomous control of complex physical environments. Physical AI has not imported the discipline yet.

11 min read
SECOND ORDERJune 28, 2026

The Physical AI Era

AI has a body now, and the discipline to run it is not yet in place.

10 min read
SECOND ORDERJune 21, 2026

Access Is Not Property

The week Claude Fable and Mythos went dark showed that frontier AI has moved from product to permission. The architecture implications will take years to work through.

12 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

Ritesh Vajariya advises boards, PE operators, and founders on AI strategy through AI Guru, the firm he founded. Previously eighteen months at Cerebras as Global Head of Generative AI Strategy & Business Development. Before Cerebras, at Amazon Web Services: led the team behind Bloomberg’s BloombergGPT, ran GTM for Amazon SageMaker, and launched Amazon Bedrock, growing AWS generative-AI revenue from $40M to $700M. Has trained 100,000+ professionals on enterprise AI adoption and risk.

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