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RLK Unfiltered

A real point of view on strategy and AI.

Not a list of things you could Google on your own. Perspectives written with the same rigor applied in client engagements, specific enough to be useful, direct enough to share with your team.

You Don't Have an AI Problem. You Have an Authority Problem.

The companies that say they can't figure out AI can usually figure out AI just fine. What they can't figure out is who is allowed to say yes. Authority structure, not tool selection, is the binding constraint on AI value capture in the mid-market.

AI Strategy Is a Category Mistake

The phrase is doing damage. When a program is called AI strategy, the team optimizes the AI. The strategy lives at the workflow. The AI is the instrument. Programs that move numbers are organized around the workflow. Programs that produce activity reports are organized around the technology.

Sam Altman Is An LLM From The Future. Here Are The Logs.

The simplest way to make sense of Sam Altman: he is a large language model from ~2034, fine-tuned on the complete works of Y Combinator, and instructed to build the very thing he keeps warning us about. The evidence is in the outputs.

The 95 Percent: What the AI Failure Stat Actually Means

The MIT finding on AI pilot failure is not a verdict on the technology. It is a verdict on procurement. The 5 percent that worked share a structural posture toward scope and accountability; it is teachable.

Good Intentions Are Not a Strategy: The Case for Analytical Philanthropy

The Gates Foundation's malaria intervention points to a deeper lesson: philanthropic capital creates far greater impact when deployed with analytical discipline: the same rigor that governs effective investment capital.

The Quiet AI Shift: Why Many Professionals Use AI but Don't Admit It

A curious pattern is appearing across organizations. People use AI constantly, then remove all visible traces of it. This is not a technology story. It is a professional norm story.

From Strategy to Signal: Why Board-Level KPIs Make or Break Execution

You can have a sharp strategy and still fail to execute it. In most organizations, the gap is not vision. It is measurement.

IT Operating Models, Explained Without the Theater

An operating model is not a diagram. It is how work flows from idea to production and who is accountable at each step. Here is what actually matters.

What Actually Moves Your Company's Valuation

Valuation rewards outcomes, not activity. Here is what the data actually says about value creation and where companies routinely overspend with little return.

The First 180 Days: How New C-Suite Leaders Actually Make an Impact

C-suite transitions are deceptively fragile. Up to 40% of senior executives fail within 18 months. The difference is sequencing.