Amazon built a transaction infrastructure before it scaled. Most enterprises deploying AI today are scaling before the infrastructure exists. Seventy percent of firms have deployed AI; more than eighty percent report no measurable impact. That's not a technology failure, it's a governance failure. The enterprise that can't see what its AI is consuming and producing can't measure value, can't survive discovery, and can't compound on the other side of the gap it's operating in.
Read MoreEvery economic inflection point reveals the difference between activity and infrastructure. In 1740, fire exposed the fragility of pooled risk without governance. Today, AI is exposing the fragility of intellectual property without transaction discipline. Enterprises are deploying generative systems at scale, but the governance architecture for what those systems consume and produce has not caught up. This article begins at that inflection point with a structural thesis: intellectual property is your currency, and until it is governed as such, AI will multiply uncertainty before it multiplies value.
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