The Narayan Enterprise AI Brief covers what every CEO and board member needs to know about AI, without the jargon. Practical strategy and competitive intelligence, published on LinkedIn and archived here in full.
Vertical AI companies are going to beat horizontal ones in the enterprise. Not because their models are better. They are running the same frontier models everyone else is running.…
5 min 16 July 2026Ninety-five percent of enterprise AI pilots return nothing to the P&L. That number, from MIT's Project NANDA, has been passed around boardrooms for the better part of a year now, usually as evidence that the te…
11 min 2 June 2026This morning, the company behind one of the world's most widely deployed AI models filed to go public. The registration is confidential for now, so the financials stay sealed during SEC review. But the headline…
8 min 20 May 2026Three vendors walked into a CFO's office last month - a global consulting firm, a Tier-1 BPO with a large revenue base and decades of domain depth in claims, and a venture-backed AI-native startup with a sharp,…
3 min 5 May 2026Long Lake, a General Catalyst backed AI roll-up firm, made a $6.3 billion bet on AmEx Global Business Travel. By my estimates, this only works if AI takes out half a billion dollars of annual cost (or grows top…
4 min 23 April 2026SpaceX announced this week that it has the right to acquire Cursor for $60 billion later this year, or pay $10 billion as a floor for the partnership. Cursor was valued at $2.5 billion fifteen months ago.…
7 min 16 April 2026I recently spoke with a board member at a company that, on paper, had everything going for it on the AI front. Strong technical team. Relatively clean data. Real internal momentum. They'd launched dozens of AI …
3 min 2 April 2026Every CEO I talk to tells me the same thing: "We're using AI." And when I ask what that means, I get two answers — almost every time.…
8 min 24 March 2026Something important happened over the past thirty days. Two developments — separated by a few weeks but connected by a single logic — just redrew the map of who gets to benefit from AI and who gets left figurin…
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