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Amazon’s Durability

Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.

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This week in The Executive Strategy Signal

May 22, 2026 No Comments

A curated executive briefing focused on the market shifts, operational challenges, and strategic decisions shaping growth and transformation across modern businesses.

The Weekly Signal helps leaders separate meaningful business shifts from operational noise through practical perspectives on AI adoption, growth strategy, organizational effectiveness, and execution.

Amazon’s Durability

May 21, 2026 No Comments

Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.

The Deployment Company, Back to the 70s, Apple and Intel

May 21, 2026 No Comments

OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.

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