The Latest Essay · June 28, 2026 · 10 min
SECOND ORDERThe Physical AI Era
AI has a body now, and the discipline to run it is not yet in place.
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.
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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.
- 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 Order11
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
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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.
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LONG ARCJune 14, 2026
The Title Is Arriving. The Authority Isn't.
Most companies are about to hire a Head of AI Governance. The one detail that determines whether the role works is being decided right now, before the job description is even posted.
13 min read
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
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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.