Framework

The Indispensability Threshold

The indispensability threshold is crossed when replacing or bypassing a system ceases to be a normal procurement choice and becomes a strategic disruption.

April 18, 2026

Paper

One Technology, Four Governance Regimes

AI markets are fragmenting — not because models differ, but because governance does. A framework for understanding how export platforms, full-stack sovereignty, regulated dependence and market-conditioned access are reshaping AI procurement.

June 25, 2026