Andrei Savine
Operational Archive
Andrei Savine presents the operational archives formerly known as CapabiliSense.
No noise. Just signal.
Latest Writing
The Vibe-to-Bankruptcy Pipeline
42% of enterprise AI projects were abandoned last year. The ones that survived cost more than human payroll. Agents do not scale like software. They scale like human labor. The math changes between the Friday pitch and the Monday bill.
The Sovereignty Nobody Asked For
France invested €67B in AI infrastructure to create 2,800 projected jobs. The capability they’re buying? 243 lines of open-source Python. Nobody asked for this.
The Strange Alliance Against AI
My 20-year-old son and my 70-year-old client have formed a strange alliance against AI. Here’s why trust is broken at both ends of your strategy.
AI Trilemma: Sovereignty, Intelligence, Affordability
Enterprises face a trilemma: sovereignty, intelligence, affordability. Three incompatible AI architectures.
Davos 2026: The Conference That Wasn’t
Davos 2026 was meant to be about “Dialogue.” Instead, it was a theater of irrelevance while Amazon, Meta, and Trump restructured the world elsewhere.
The $7.99 False Identity
The Davos elite are fighting an Information War. The market already has a weapon for less than a Netflix subscription.
The Benchmark Apocalypse
Yann LeCun admitted AI benchmarks were gamed. This breaks the capital allocation model for the entire industry.
AI is the Library – You are the Clock
Why ChatGPT rejected the coup. The collision between frozen models and fluid reality.
The Last Signal of 2025
From Founder to Operator. Why “Founder” is the wrong label for 2026. A personal diagnostic.
Stop the 95% AI Drama
MIT reports 95% failure. This is an architecture problem. The System 2 Playbook.
RATP Dev: The Budget Trap
100 Subsidiaries. 100 P&Ls. Why a global transport giant cannot digitize until it fixes the money.
OpenAI’s Moat Shattered
The Bifurcation. Why a $150B tenant cannot compete with a landlord who owns the internet.
Mistral: Skyscraper on a Shack
1,100 Tokens/Sec. 2% Market Share. 13x speed advantage destroyed by organizational inertia.
The Great Bifurcation
$88 Billion Moat vs. 1 Million Layoffs. The infrastructure cartel is complete.
The Adoption Paradox
30,000 Trained. 54,000 Fired. Where productivity really goes, and why your job isn’t safe.
Salesforce’s $37.8B Gamble
One billion agents promised. Hundreds of engineers needed to fix the data that blocks them.
Infrastructure as Moat
The $45 Billion Check That Ended the Model War. Capital access now determines who builds.
Google’s TPU Paradox
Winning Anthropic’s 1M TPU deal while posting a GTM Lead role. The crux between validation and scale.
The Day Apple’s Religion Died
Thirty-five years of vertical integration. One billion dollars a year says it was a lie.
The Jadad Architecture
Reliability is architected, not prompted. A physician’s 5-layer blueprint for a System 2 engine.
BlaBlaCar’s Gravity Inversion
Diagnosing the operational crux you face when your largest market generates zero revenue.
Voodoo’s Execution Gap
Diagnosing the hidden gap preventing a €623M gaming giant from pivoting its model.
Sam Altman’s Bet
When Desperation Becomes Strategy. Why $1.4 trillion in data center commitments changes the game.
Battle Scars (Legacy)
Strategy & Governance
Essential frameworks for organizational transformation.
AI Reality Checks
Diagnosing why AI deployments fail and how to fix them.