Insights archive
Insights
The canonical guide, the weekly newsletter, and shorter pieces on what boards should actually be asking about AI. Newest first.
The canonical guide
Board AI Governance: A Practical Guide for Directors
The full method: what board AI governance is, why it's a fiduciary issue, the two failure modes, the STAR framework with a board-owner / metric / escalation summary table, ten questions every director should ask, and a sourced FAQ. The page boards send to other boards.
Read the guideResearch and articles
Working papers and shorter pieces on the questions every director should be asking.
Field Note · July 18, 2026
Don't Expect "Adults in the Room" on AI
From Nashville, alongside SEC Chairman Paul Atkins and 900 governance leaders. With no federal cavalry coming to set AI rules, the last line of defense is the board applying the competencies it already has: strategy, capital allocation, and risk.
Read →Featured Article · July 12, 2026
AI's Boardroom Blind Spot
Of the fifteen largest US companies, exactly one names AI as a board skill. Of the five largest equity stewards, only one asks for it. AI has saturated the conversation. It has barely entered the contract.
Read →Featured Article · June 30, 2026
The Board's AI Opportunity
Only 8% of directors rate themselves strong on AI. For fifty years, staying deeply informed cost too much and strategy changed slowly enough. AI flipped both at once. The lines have crossed.
Read →SSRN Paper · June 28, 2026
The 48-Hour Board: How AI Makes Episodic Governance Obsolete
The next operating model after STAR. Why six to eight meetings a year breaks under AI compounding, and why the engaged board, long an aspiration, is finally executable.
Read summary →Article · June 15, 2026
Microsoft's Nadella: What's Your Token Capital?
The real AI advantage is the learning loop, not the model. The board question: does your company own that loop, or is it renting value from a model it does not control?
Read →Article · May 30, 2026
Only China is Bracing for AI Layoffs
The country with no electoral pressure is preparing for AI-driven displacement. The one with elections is betting it doesn't happen. What boards should ask now.
Read →AI News You Missed
Subscribe on LinkedIn →The weekly briefing on what changed in AI and what it means for the boardroom. New issue every week. Past issues live at their permalinks.
Issue #111 · July 18, 2026
AI News You Missed #111
Kimi K3 rattles the tape at a third the price. Xi launches a rival AI order from Shanghai. Thinking Machines open-sources Inkling. TSMC and ASML print records while chip stocks fall. Sixteen Nobel laureates urge governments to act now.
Read →Issue #110 · July 11, 2026
AI News You Missed #110
OpenAI ships GPT-5.6 and rebrands ChatGPT into an agent that delivers finished work. Grok 4.5 launches inside Cursor after the $60B acquisition. Meta charges for a model for the first time. Beijing weighs restricting overseas access. Samsung passes Nvidia.
Read →Issue #109 · July 5, 2026
AI News You Missed #109
Washington reopens the gate and Fable 5 is back globally, nineteen days after it went dark. OpenAI offers the government equity. Claude Sonnet 5 hits the free tier. Meta starts reselling compute. The mystery model was Chinese.
Read →Issue #108 · June 28, 2026
AI News You Missed #108
GPT-5.6 ships only to government-cleared partners. The AI IPO window wobbles. Apple and Microsoft hike prices on AI-driven shortages. Anthropic accuses Alibaba of the largest known distillation attack.
Read →Issue #107 · June 21, 2026
AI News You Missed #107
China releases GLM-5.2 as a free open-weight download 48 hours after the US pulled Anthropic. Rival AI bosses tell the G7 to govern them. SpaceX buys Cursor for $60B. Three frontier models loaded for the same week.
Read →Issue #106 · June 14, 2026
AI News You Missed #106
Washington pulls Anthropic's Fable 5 from foreign nationals after Amazon flagged it. SpaceX lands, OpenAI files. The Chinese AI wall goes up. OpenAI's $500B compute moonshot in Ohio.
Read →Issue #105 · June 6, 2026
AI News You Missed #105
Alphabet prices the largest US equity raise ever to fund AI compute. The AI PC era arrives at Computex and Microsoft Build. Anthropic asks for a coordinated brake. Adoption is outrunning governance.
Read →Issue #104 · May 31, 2026
AI News You Missed #104
Anthropic eclipses OpenAI at $965B. Frontier arms race accelerates. China braces for AI layoffs while the US dismisses. The Pope issues the first AI encyclical.
Read →Subscribe
The weekly read for boards.
AI News You Missed lands every week. A focused brief on what actually changed in AI and what it means for the boardroom.