<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Alkemy Cloud — Perspectives</title><description>Thought leadership on AI implementation, Solution-Outcome Fit, and making enterprise AI investments deliver measurable business outcomes.</description><link>https://alkemy.cloud</link><language>en</language><item><title>The Second Agent Problem: Microsoft Is Commoditising Models and Selling the Substrate</title><link>https://alkemy.cloud/perspectives/second-agent-problem</link><guid isPermaLink="true">https://alkemy.cloud/perspectives/second-agent-problem</guid><description>Microsoft&apos;s AI moat is a context substrate, not a model. The IQ layer is a bet that whoever owns enterprise context owns the marginal cost of every agent.</description><pubDate>Wed, 05 Aug 2026 00:00:00 GMT</pubDate><category>Microsoft AI</category><category>Microsoft IQ</category><category>Work IQ</category><category>Fabric IQ</category><category>Foundry IQ</category><category>Agent Economics</category><author>Vivek Ravindran</author></item><item><title>Every AI Giant Just Built an Army of Engineers. None of Them Are Coming to Your Business.</title><link>https://alkemy.cloud/perspectives/long-tail-benign-neglect</link><guid isPermaLink="true">https://alkemy.cloud/perspectives/long-tail-benign-neglect</guid><description>In one quarter the AI giants committed billions to embed engineers inside large enterprises. The independent small and mid-sized business — the long tail — was left out by design.</description><pubDate>Sat, 04 Jul 2026 00:00:00 GMT</pubDate><category>AI Strategy</category><category>Forward Deployed Engineers</category><category>AI for SMBs</category><category>Solution-Outcome Fit</category><category>Enterprise AI</category><category>AI Implementation</category><author>Vivek Ravindran</author></item><item><title>High Fashion, Fast Fashion: The Two-Speed Future of Enterprise AI</title><link>https://alkemy.cloud/perspectives/high-fashion-fast-fashion-ai</link><guid isPermaLink="true">https://alkemy.cloud/perspectives/high-fashion-fast-fashion-ai</guid><description>A 9-billion-parameter open-source model now outperforms one 13 times its size — and runs on a laptop. Enterprise AI is splitting into two tiers: frontier models for complex reasoning, and efficient models for everything else. Most companies never made a deliberate choice between tiers. The ones that do will spend less and deploy smarter.</description><pubDate>Tue, 17 Mar 2026 00:00:00 GMT</pubDate><category>AI Strategy</category><category>Edge AI</category><category>Open Source AI</category><category>AI Strategy</category><category>Solution-Outcome Fit</category><category>Enterprise AI</category><category>AI Inference</category><category>Qwen</category><category>On-Device AI</category><author>Vivek Ravindran</author></item><item><title>Your AI Vendor Says You&apos;re Deployed. Your KPIs Say Otherwise.</title><link>https://alkemy.cloud/perspectives/deployed-is-not-delivering</link><guid isPermaLink="true">https://alkemy.cloud/perspectives/deployed-is-not-delivering</guid><description>56% of CEOs haven&apos;t seen revenue or cost benefits from AI in the last 12 months. Two-thirds report productivity gains. Both things are true — and the gap between them is where enterprise AI investments go to die.</description><pubDate>Tue, 03 Mar 2026 00:00:00 GMT</pubDate><category>AI Strategy</category><category>AI ROI</category><category>Solution-Outcome Fit</category><category>Enterprise AI</category><category>Digital Transformation</category><category>AI Implementation</category><author>Vivek Ravindran</author></item><item><title>The SaaSpocalypse Is Real. The Panic Is Not Useful.</title><link>https://alkemy.cloud/perspectives/saaspocalypse-reinvention-not-destruction</link><guid isPermaLink="true">https://alkemy.cloud/perspectives/saaspocalypse-reinvention-not-destruction</guid><description>$285 billion in software stocks evaporated. Matt Shumer&apos;s essay hit 80 million views. The SaaSpocalypse narrative says AI is destroying everything. The reality is more nuanced — and the companies that treat this as reinvention rather than destruction will be the ones still standing.</description><pubDate>Tue, 17 Feb 2026 00:00:00 GMT</pubDate><category>AI Strategy</category><category>SaaSpocalypse</category><category>SaaS</category><category>AI Disruption</category><category>Solution-Outcome Fit</category><category>Enterprise AI</category><category>Vibe Coding</category><category>Something Big Is Happening</category><category>AI Knowledge Work</category><author>Vivek Ravindran</author></item><item><title>VCs Won&apos;t Fund Without Product-Market Fit. Why Are You Funding AI Without Solution-Outcome Fit?</title><link>https://alkemy.cloud/perspectives/solution-outcome-fit</link><guid isPermaLink="true">https://alkemy.cloud/perspectives/solution-outcome-fit</guid><description>Most enterprise AI initiatives fail not because the technology is wrong, but because nobody validated whether the solution fits the business outcome. Introducing Solution-Outcome Fit — the discipline that separates AI investments that land from those that burn.</description><pubDate>Tue, 17 Feb 2026 00:00:00 GMT</pubDate><category>AI Strategy</category><category>Solution-Outcome Fit</category><category>AI Implementation</category><category>Enterprise AI</category><category>Digital Transformation</category><category>AI ROI</category><author>Vivek Ravindran</author></item></channel></rss>