I want the red one!
Two toddlers, one red truck, and the feedback loop that explains the AI trade. Soros called it reflexivity and Minsky asked who signs the cheques, and both are running inside your organisation right now. Written for the people implementing AI rather than the people betting on it: why the gains are real, why the financing is the open question, and how the ordinary discipline of good technology governance can set a price ceiling nobody planned.
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AI Is Approaching Its Proxy-Server Moment
Twenty-five years ago, a proxy server, an internet exchange and traffic classification turned scarce, expensive bandwidth into a business that worked. Intelligence now has a meter on it, and the same three moves apply: cache what you already hold, route work through the cheapest sufficient path, and reserve the model for genuine ambiguity. Why the discipline that made the dot-com era affordable is the one that decides who captures the value from AI.
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We Built a CRM. The Bond Market Will Finish the Job.
We built our own CRM, then kept going until it became the whole operating system that runs the business: CRM, OKRs, projects, timesheets and invoicing. The vendors selling that software borrowed heavily to buy their growth, and the debt behind it is now repricing. Why build-versus-buy is being settled by the cost of software falling and the cost of money rising, and why what is left to buy is stewardship.
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AI Works. The Returns Might Not.
AI is exceptionally good at creating economic value, and increasingly good at making that value hard to capture. Software that once required an enterprise licence can now be built in-house, and the productivity gain lands in the customer's business rather than the vendor's revenue. Why the AI investment boom may succeed technologically and still disappoint the people funding it.
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The Only Difference Is That One of Them Is New
Two banks write the same $500,000 loan against the same house, under the same prudential framework. One holds $9,592 of equity against it. The other, authorised last month, holds $23,760. Why the binding constraint on competition in Australian banking is no longer technological, but prudential arithmetic.
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Why This Company. Why Now.
AI has collapsed the economics of creation, but not the economics of understanding. As systems become more autonomous, the real challenge shifts from building faster to remaining trustworthy, governable and accountable. This is the intersection that led to TSG Technology.
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