A working publication

Questions worth
working through.

Current evidence, an operating point of view, and a practical next step.

Revised

Where the stack is crowded and where it hinges 

Five theses on where a small firm's technology spend is going, from observability and model providers to identity and the investment-specific categories, each with the outcome being bought and the signal that would change my mind.

Added

How AI changes the build-vs-buy decision 

How faster implementation with AI changes the build-or-buy options, and what still needs to be measured: requirements, review, integration, security, support, and future change.