Research · Editorial

Notes on a new pool of enterprise AI spend.

A working archive of the strategy, governance, and architecture decisions behind AI transformation in life sciences.

Thesis

Three stages of AI transformation in life sciences

Why the durable margin sits with vertical partners that can advise, build, and run — not with horizontal consultancies or pure SIs.

May 2026

Brief

The pilot-to-production gap

~95% of enterprise GenAI pilots fail to ship. The bottleneck is integration and governance, not model quality.

Apr 2026

Brief

Living under 200+ FDA enforcement letters

Designing AI systems against the strictest promotion-enforcement regime in 25 years.

Mar 2026

Note

Vertical wins over horizontal in regulated AI

Why life sciences will not be served by the same agent stack as legal or retail.

Feb 2026