When AI enters a system, it alters the economic logic of that system. It changes how value is created and who gets to capture it.

the test of a solution lies in what it guarantees: the ability to deliver predictable performance in unpredictable environments.

Al-as-automation increases the ‘coordination tax’

Most of us view maps as a means to interpret the spaces around us. We often miss how maps transform those very spaces. Like maps, AI tools may help us analyze and make sense of our work, but they hold far more power in reconfiguring the systems within which that work is performed.

This growth in economic participation also introduced a new kind of fragmentation. New types of businesses emerged, each operating with different incentives and workflows. The very technologies that enabled richer interaction also made the system harder to coordinate.

but in practice, it’s built on these five specific levers: who sees what, who decides, who acts, how parts connect, and who writes the rules of participation. Together, these five factors – representation, decision, execution, composition, and governance – establish the basis for effective coordination.

The real breakthrough lies in something far more fundamental: the ability to enable coordination without consensus.

TikTok turned this theory on its head. Its feed was driven not by who you knew but by what you watched. It didn’t ask you to build your social graph, one connection at a time. Instead, it used AI to create something entirely different: a behavior graph. Every swipe, pause, and replay would generate signals about a user’s interest in various types

Without the right path of inquiry, abundance can flip from an asset to a liability. An organization’s scarce cognitive resources are wasted in evaluating irrelevant options.