Tarun Mathur
@tarunmathur.bsky.social
#GrowthAdvisory #CorporateStrategy #ScaleupStrategy #FoundersAdvice #Fintech #AI #Web3 #EnterpriseTech #Cybersecurity | #KelloggAlum
Traditional software is “user-centric” (waiting for a human click). Agentic software is “process-centric” (autonomous execution).
How do you architect a system where the “user” is another piece of software?
Audit and understand agent-to-agent protocols to design processes better.
How do you architect a system where the “user” is another piece of software?
Audit and understand agent-to-agent protocols to design processes better.
December 16, 2025 at 12:20 PM
Traditional software is “user-centric” (waiting for a human click). Agentic software is “process-centric” (autonomous execution).
How do you architect a system where the “user” is another piece of software?
Audit and understand agent-to-agent protocols to design processes better.
How do you architect a system where the “user” is another piece of software?
Audit and understand agent-to-agent protocols to design processes better.
The era of single virtual agents won't last. You need swarms of agents orchestrated to automate workflows to become Agentic.
December 16, 2025 at 11:49 AM
The era of single virtual agents won't last. You need swarms of agents orchestrated to automate workflows to become Agentic.
Organizations are increasingly migrating infra and optimizing cloud choices based on AI requirements (GPU availability, inference optimization, governance capabilities) rather than legacy application needs.
Cloud strategy now follows AI strategy, not the reverse.
The tail is wagging the dog.
Cloud strategy now follows AI strategy, not the reverse.
The tail is wagging the dog.
December 15, 2025 at 1:24 AM
Organizations are increasingly migrating infra and optimizing cloud choices based on AI requirements (GPU availability, inference optimization, governance capabilities) rather than legacy application needs.
Cloud strategy now follows AI strategy, not the reverse.
The tail is wagging the dog.
Cloud strategy now follows AI strategy, not the reverse.
The tail is wagging the dog.
The move shouldn't be "AI for one team"—but "AI as embedded capability across the enterprise."
Siloed AI adoption is a red flag.
Siloed AI adoption is a red flag.
December 14, 2025 at 6:29 AM
The move shouldn't be "AI for one team"—but "AI as embedded capability across the enterprise."
Siloed AI adoption is a red flag.
Siloed AI adoption is a red flag.
The foundational model arms race is real, and accelerating.
But here's what enterprise leaders should watch: model differentiation is collapsing.
Your competitive edge shifts to:
(1) data moats,
(2) agentic execution,
(3) governance & safety.
Model parity is near.
But here's what enterprise leaders should watch: model differentiation is collapsing.
Your competitive edge shifts to:
(1) data moats,
(2) agentic execution,
(3) governance & safety.
Model parity is near.
December 14, 2025 at 6:25 AM
The foundational model arms race is real, and accelerating.
But here's what enterprise leaders should watch: model differentiation is collapsing.
Your competitive edge shifts to:
(1) data moats,
(2) agentic execution,
(3) governance & safety.
Model parity is near.
But here's what enterprise leaders should watch: model differentiation is collapsing.
Your competitive edge shifts to:
(1) data moats,
(2) agentic execution,
(3) governance & safety.
Model parity is near.
If, as many reports predict, most software engineers will use AI coding assistants to write code, while senior solution architects only review logic or debug (again using agents), we will soon face a massive skill gap.
How will the next generation of senior engineers be trained?
How will the next generation of senior engineers be trained?
December 14, 2025 at 3:25 AM
If, as many reports predict, most software engineers will use AI coding assistants to write code, while senior solution architects only review logic or debug (again using agents), we will soon face a massive skill gap.
How will the next generation of senior engineers be trained?
How will the next generation of senior engineers be trained?
Gains from simply adding more compute are diminishing. The new frontier is inference-time compute (the “thinking” time).
Enterprise strategy needs to account for this shift: from “bigger models are always better” to “smarter inference is better.”
The unit economics of AI just got more crucial.
Enterprise strategy needs to account for this shift: from “bigger models are always better” to “smarter inference is better.”
The unit economics of AI just got more crucial.
December 13, 2025 at 8:51 AM
Gains from simply adding more compute are diminishing. The new frontier is inference-time compute (the “thinking” time).
Enterprise strategy needs to account for this shift: from “bigger models are always better” to “smarter inference is better.”
The unit economics of AI just got more crucial.
Enterprise strategy needs to account for this shift: from “bigger models are always better” to “smarter inference is better.”
The unit economics of AI just got more crucial.
Legacy monoliths stifle velocity. Shifting to microservices can dismantle monolithic rigidity and enable modular AI integration for agile ops.
Bridge silos via data fabrics for seamless intelligence. Deploy a hybrid hub-spoke model to industrialize PoCs into persistent squads.
Bridge silos via data fabrics for seamless intelligence. Deploy a hybrid hub-spoke model to industrialize PoCs into persistent squads.
December 13, 2025 at 5:40 AM
Legacy monoliths stifle velocity. Shifting to microservices can dismantle monolithic rigidity and enable modular AI integration for agile ops.
Bridge silos via data fabrics for seamless intelligence. Deploy a hybrid hub-spoke model to industrialize PoCs into persistent squads.
Bridge silos via data fabrics for seamless intelligence. Deploy a hybrid hub-spoke model to industrialize PoCs into persistent squads.
Founders — don't treat corporate VC as just a cheque. Understand the data, distribution, and credibility you might gain.
Corporates — define fast-track procurement lanes for startups and create internal landing zones for them.
Corporates — define fast-track procurement lanes for startups and create internal landing zones for them.
December 6, 2025 at 3:19 PM
Founders — don't treat corporate VC as just a cheque. Understand the data, distribution, and credibility you might gain.
Corporates — define fast-track procurement lanes for startups and create internal landing zones for them.
Corporates — define fast-track procurement lanes for startups and create internal landing zones for them.
A forward-looking company should have an innovation garage running parallel to its core engine.
The core engine preserves and grows the cash cow. It is process-driven, risk-controlled, and KPI-heavy.
The innovation engine uses rapid-cycle pilots and a fail-fast, learn-fast approach.
The core engine preserves and grows the cash cow. It is process-driven, risk-controlled, and KPI-heavy.
The innovation engine uses rapid-cycle pilots and a fail-fast, learn-fast approach.
December 6, 2025 at 2:41 PM
A forward-looking company should have an innovation garage running parallel to its core engine.
The core engine preserves and grows the cash cow. It is process-driven, risk-controlled, and KPI-heavy.
The innovation engine uses rapid-cycle pilots and a fail-fast, learn-fast approach.
The core engine preserves and grows the cash cow. It is process-driven, risk-controlled, and KPI-heavy.
The innovation engine uses rapid-cycle pilots and a fail-fast, learn-fast approach.
Corporate VC can help corporates blend stability with audacious bets by providing optionality that can be turned into a strategic advantage.
However, corporates must be bolder and treat CVC as a strategic hedge, not charity.
However, corporates must be bolder and treat CVC as a strategic hedge, not charity.
December 6, 2025 at 2:33 PM
Corporate VC can help corporates blend stability with audacious bets by providing optionality that can be turned into a strategic advantage.
However, corporates must be bolder and treat CVC as a strategic hedge, not charity.
However, corporates must be bolder and treat CVC as a strategic hedge, not charity.
Industry is shifting focus from chatbots to "virtual coworkers". These are not just tools; they are multi-step, goal-oriented systems that can plan and execute complex workflows.
Enterprises still focused on basic GenAI are a generation behind. The key will be to see what can AI own.
#TMinsights
Enterprises still focused on basic GenAI are a generation behind. The key will be to see what can AI own.
#TMinsights
December 2, 2025 at 6:44 AM
Industry is shifting focus from chatbots to "virtual coworkers". These are not just tools; they are multi-step, goal-oriented systems that can plan and execute complex workflows.
Enterprises still focused on basic GenAI are a generation behind. The key will be to see what can AI own.
#TMinsights
Enterprises still focused on basic GenAI are a generation behind. The key will be to see what can AI own.
#TMinsights
Move from "AI excitement" to "AI accountability".
Pilots feel good but scale is hard.
Measurable impact >> promises.
#TMinsights
Pilots feel good but scale is hard.
Measurable impact >> promises.
#TMinsights
December 1, 2025 at 3:36 PM
Move from "AI excitement" to "AI accountability".
Pilots feel good but scale is hard.
Measurable impact >> promises.
#TMinsights
Pilots feel good but scale is hard.
Measurable impact >> promises.
#TMinsights
Companies jumping into AI without:
• Clear use case identification
• Business goal alignment
• Data governance frameworks
• Cross-functional ownership
...are essentially throwing darts blindfolded.
Don't ask "Can we use AI?" Ask "Where will AI move the needle.
#TMinsights
• Clear use case identification
• Business goal alignment
• Data governance frameworks
• Cross-functional ownership
...are essentially throwing darts blindfolded.
Don't ask "Can we use AI?" Ask "Where will AI move the needle.
#TMinsights
December 1, 2025 at 1:05 AM
Companies jumping into AI without:
• Clear use case identification
• Business goal alignment
• Data governance frameworks
• Cross-functional ownership
...are essentially throwing darts blindfolded.
Don't ask "Can we use AI?" Ask "Where will AI move the needle.
#TMinsights
• Clear use case identification
• Business goal alignment
• Data governance frameworks
• Cross-functional ownership
...are essentially throwing darts blindfolded.
Don't ask "Can we use AI?" Ask "Where will AI move the needle.
#TMinsights
Organizations treating AI infrastructure like traditional application workloads miss the unique cost dynamics.
Development environments get over-spec'd unnecessarily and infra overprovisioned.
Workload profiling and cost optimization for AI workloads is critical.
#TMinsights
Development environments get over-spec'd unnecessarily and infra overprovisioned.
Workload profiling and cost optimization for AI workloads is critical.
#TMinsights
November 30, 2025 at 9:43 AM
Organizations treating AI infrastructure like traditional application workloads miss the unique cost dynamics.
Development environments get over-spec'd unnecessarily and infra overprovisioned.
Workload profiling and cost optimization for AI workloads is critical.
#TMinsights
Development environments get over-spec'd unnecessarily and infra overprovisioned.
Workload profiling and cost optimization for AI workloads is critical.
#TMinsights
The gap between experimentation and transformation remains the defining challenge of enterprise AI.
Scale requires workflow redesign, not just tool integration.
#TMinsights
Scale requires workflow redesign, not just tool integration.
#TMinsights
November 30, 2025 at 7:45 AM
The gap between experimentation and transformation remains the defining challenge of enterprise AI.
Scale requires workflow redesign, not just tool integration.
#TMinsights
Scale requires workflow redesign, not just tool integration.
#TMinsights
AI can connect, contextualize, and push insights making it an org DNA.
Use it to make insights a continuous, embedded capability.
#TMinsights
Use it to make insights a continuous, embedded capability.
#TMinsights
November 29, 2025 at 12:17 PM
AI can connect, contextualize, and push insights making it an org DNA.
Use it to make insights a continuous, embedded capability.
#TMinsights
Use it to make insights a continuous, embedded capability.
#TMinsights
AI can connect, contextualize, and push insights making it an org DNA.
Use it to make insights a continuous, embedded capability.
#TMinsights
Use it to make insights a continuous, embedded capability.
#TMinsights
November 29, 2025 at 12:16 PM
AI can connect, contextualize, and push insights making it an org DNA.
Use it to make insights a continuous, embedded capability.
#TMinsights
Use it to make insights a continuous, embedded capability.
#TMinsights
If your AI roadmap doesn’t start with data quality and semantics, you’re scaling noise, not intelligence.
Invest in semantic layers, universal metrics catalogs, and governance‑first BI so AI has a single source of truth to draw from.
#TMinsights
Invest in semantic layers, universal metrics catalogs, and governance‑first BI so AI has a single source of truth to draw from.
#TMinsights
November 29, 2025 at 12:04 PM
If your AI roadmap doesn’t start with data quality and semantics, you’re scaling noise, not intelligence.
Invest in semantic layers, universal metrics catalogs, and governance‑first BI so AI has a single source of truth to draw from.
#TMinsights
Invest in semantic layers, universal metrics catalogs, and governance‑first BI so AI has a single source of truth to draw from.
#TMinsights
Companies running multiple unsynchronized GenAI experiments are seeing internal rifts.
The next phase is platform thinking: a unified AI layer that centralizes governance, data access, and policy
Without this, AI becomes a source of friction, not leverage.
#TMinsights
The next phase is platform thinking: a unified AI layer that centralizes governance, data access, and policy
Without this, AI becomes a source of friction, not leverage.
#TMinsights
November 29, 2025 at 11:59 AM
Companies running multiple unsynchronized GenAI experiments are seeing internal rifts.
The next phase is platform thinking: a unified AI layer that centralizes governance, data access, and policy
Without this, AI becomes a source of friction, not leverage.
#TMinsights
The next phase is platform thinking: a unified AI layer that centralizes governance, data access, and policy
Without this, AI becomes a source of friction, not leverage.
#TMinsights
Experimentation is no longer enough.
Enterprises will need an “AI P&L” mindset—where each portfolio of use cases has explicit value hypotheses, baselines, and time‑bound payback horizons.
#TMinsights
Enterprises will need an “AI P&L” mindset—where each portfolio of use cases has explicit value hypotheses, baselines, and time‑bound payback horizons.
#TMinsights
November 29, 2025 at 11:12 AM
Experimentation is no longer enough.
Enterprises will need an “AI P&L” mindset—where each portfolio of use cases has explicit value hypotheses, baselines, and time‑bound payback horizons.
#TMinsights
Enterprises will need an “AI P&L” mindset—where each portfolio of use cases has explicit value hypotheses, baselines, and time‑bound payback horizons.
#TMinsights
The initial gold rush to GenAI and agents is giving way to hard questions about value, technical debt, and human change.
Winning strategies now look less like “more pilots” and more like ruthless focus on a handful of scaled, end‑to‑end use cases.
#TMinsights
Winning strategies now look less like “more pilots” and more like ruthless focus on a handful of scaled, end‑to‑end use cases.
#TMinsights
November 29, 2025 at 11:09 AM
The initial gold rush to GenAI and agents is giving way to hard questions about value, technical debt, and human change.
Winning strategies now look less like “more pilots” and more like ruthless focus on a handful of scaled, end‑to‑end use cases.
#TMinsights
Winning strategies now look less like “more pilots” and more like ruthless focus on a handful of scaled, end‑to‑end use cases.
#TMinsights
November 29, 2025 at 5:35 AM
As vendors embed agents into every tool, pushing enterprises into de facto adoption, enterprises risk autonomy outrunning governance.
The risk isn’t just technical; it’s organizational: decision rights, accountability, and workforce design lag the technology.
#TMinsights
The risk isn’t just technical; it’s organizational: decision rights, accountability, and workforce design lag the technology.
#TMinsights
November 29, 2025 at 3:30 AM
As vendors embed agents into every tool, pushing enterprises into de facto adoption, enterprises risk autonomy outrunning governance.
The risk isn’t just technical; it’s organizational: decision rights, accountability, and workforce design lag the technology.
#TMinsights
The risk isn’t just technical; it’s organizational: decision rights, accountability, and workforce design lag the technology.
#TMinsights
Build trust, not just tools. Your job isn’t deploying algorithms—it’s designing disciplined intelligence that scales responsibly.
Become a “strategic synthesizer.” Master business value, data engineering, and ethical governance—and use them to weave AI into the org's core narrative.
#TMinsights
Become a “strategic synthesizer.” Master business value, data engineering, and ethical governance—and use them to weave AI into the org's core narrative.
#TMinsights
November 28, 2025 at 4:39 AM
Build trust, not just tools. Your job isn’t deploying algorithms—it’s designing disciplined intelligence that scales responsibly.
Become a “strategic synthesizer.” Master business value, data engineering, and ethical governance—and use them to weave AI into the org's core narrative.
#TMinsights
Become a “strategic synthesizer.” Master business value, data engineering, and ethical governance—and use them to weave AI into the org's core narrative.
#TMinsights