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Your Supplier Isn’t Offering a Discount. They’re Offering You 29.8%
The price-break EOQ math says buy 600 units instead of 87 and save $6,566 a year. Then a carrying rate above 29.8% flips the answer. Here are the…
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AI Model Distillation, Explained: The Compression Trick Behind the $589 Billion Monday
A single Chinese app knocked $589 billion off Nvidia in one day. The trick behind the panic has a boring name and a fascinating story.
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I Raced Amazon’s Forecasting AI Against a 66-Year-Old Formula. The Formula Won.
I put Amazon’s zero-shot forecasting AI against five classical models on 148 real retail series. A formula from 1960 beat a 205-million-parameter model by 14 to 16%.
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I Let AI Agents Play a 5-Year Beer Game: Why Sharing Data Beat Buying a Smarter Model
I ran the classic Beer Game for 260 weeks with AI agents in the chairs. Giving the chain real customer demand cut in-game cost by up to 40…
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A 3-Point Gap and a 42x Price Cut: The Open-Weight AI Landscape, July 2026
The best open-weight model now trails the closed frontier by three points of measured intelligence and costs a third of the price. For anyone routing thousands of tasks…
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Your Exception Report Is Lying to You: How to Make ‘1% False Alarms’ Actually Mean 1%
A static ±3σ band promised 0.27% false alarms and delivered 3.80%. Here is how to turn your exception threshold from a statistics setting into an honest attention budget.
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Factory Physics: The Laws Your Factory Floor Already Obeys
Throughput, WIP, and cycle time aren’t three dials you can set independently. They’re bound by physics, and ignoring that costs you weeks of lead time.
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S&OP: Everyone Signed Off on the Number. It Was Still Wrong by 8.2%.
A consensus forecast measures agreement, not truth. Here is what a textbook S&OP cycle looks like, why the signed-off number still ran 8.2% high, and the four moves…
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Does Your Forecast Beat a Sticky Note? The Placebo Test for Demand Planning
Your forecast has exactly one job: beat a sticky note that says ‘same as last year.’ Most don’t. Here’s the placebo test that proves it.
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GLM-5.2 and the Benchmark Trap: How One Score Becomes Two Headlines
A Chinese open-weight model just topped the leaderboards and undercut GPT-5.5 on price by 7x. Then the benchmark tables started disagreeing with each other.
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The Algorithm and the Skunk Works: It’s Latency, Not Size, That Kills Innovation
Kelly Johnson built jets in a tent in 143 days. Sixty years later Elon Musk landed rockets with almost the same rulebook. Neither copied the other, and the…
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Designing Loops That Prompt Your Agents: The Shift From Prompts to Loops
A plain-English recap of Ray Amjad’s video on the prompts-to-loops shift: what a loop actually is, how inner and outer loops fit together, and how to keep them…
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Sole Source: The $900k Median Problem Your Dual-Source Checkbox Won’t Fix
The dual-source flag teams buy to feel safe moves the median cost of a disruption about $44k. In the wrong direction. The dependency nobody flags moves it $474k.
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The Resilience Ladder: Why the Things You Buy to Feel Safe Don’t Save You
I pulled 3,000 disruptions to find what separates firms that survive a shock from firms that bleed. The dual-source checkbox wasn’t it.
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I Gave an AI Agent the Reorder Button: It Rebuilt the Bullwhip in 250 Days
An AI agent with the reorder button hit ~100% fill rate and looked like a star. Then I measured what it dumped on its suppliers.
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