Strategy & ROI
Where AI investment pays back, and where it stalls.
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August 2026
Cisco Just Got Its Money Back
Nobody is discussing anymore if we are in a bubble. Everyone I know in the industry is discussing how far along we are, when it’s popping, and perhaps how bad it’s going to be.
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April 2026
The Commoditisation of Reasoning
Consumers of artificial intelligence currently navigate an ecosystem characterised by artificial scarcity. Platform providers frequently impose severe rate limits. Context windows degrade without warning.
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April 2026
Is it Efficiency or AI Washing?
As we move into the second quarter of 2026, the tech industry is grappling with a paradox: record-breaking investment in AI alongside a relentless wave of layoffs. At Chelsea AI Ventures, we are seeing a shift in how these workforce reductions are being communicated, and what the data actually tells us.
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February 2026
Monetisation of AI
In the late 1990s, the concept of a burn rate was used to justify the stocks of loss-making companies. Investors prioritised user growth over earnings, assuming that profitability would follow once the market was captured. We are seeing this pattern again in the generative AI sector. OpenAI generated 13 billion dollars in 2025, yet
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February 2026
Know your Artificial Intelligence (AI)
Artificial Intelligence or AI isn’t just a buzzword anymore, and it most definitely is not something reserved for the future. It’s already here, woven into our daily lives in ways we often don’t even notice. It’s everywhere!
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January 2026
The Verification Tax: Why AI Projects Stall
Large Language Models (LLMs) are sold on a promise of leverage: they let individuals do more, faster, with less friction. In software and knowledge work, the pitch is that AI collapses the cost of creation.
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January 2026
The Skeptical AI Playbook
The honeymoon phase of Generative AI is over. We are now entering the Implementation Gap—that frustrating valley between the viral demo your CEO saw and the broken prototype your engineering team is currently debugging.
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November 2025
Stop Just Watching. Start Building AI
In his book from 2008, Lawrence Lessig famously described two types of culture. He called them “Read-Only” and “Read-Write”. Radio is a perfect example of Read-Only culture. A few professionals broadcast the signal and you listen. You cannot change the show nor can you talk back. The flow of information goes one way. Lawrence Lessig argues that this cha…
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November 2025
The Hype vs. The Reality
We are deep in an AI Hype Cycle. The potential for AI to automate human labour is a subject of profound societal interest and concern. We constantly hear claims about AI’s rapid progress on complex reasoning benchmarks, which has fuelled a narrative that a new wave of “agentic AI” is ready to automate large parts of the workforce.
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November 2025
You x You i
We built a tool that tells you exactly why your website visitors are leaving. We’ve built lots of different reports that use AI and different kind of heuristics, and a detailed dashboard that shows you problems and recommendations. Now, we need your help to test it.
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August 2025
Reality Check for AI
GPT-5 Is Here, and My Clients Are... Underwhelmed
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August 2025
AI's Reality Check: Where the Revolution Isn't Happening
According to analysts at Morgan Stanley, Goldman Sachs, and McKinsey & Company AI was going to massively redefine more than the work force within a few years automating tasks and replacing a number of jobs. The predicted ranges of displacement or disruption still vary widely.
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June 2025
Why 42% of companies are abandoning their AI projects
Remember when everyone was getting fired because of AI? Plot twist: the robots are still figuring out how to fill out expense reports.
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June 2025
Why should you be careful with AI?
Have you come across this experience? Reading through social media, found most of the posts are obviously LLM-produced. This seems to be the trend: social media platforms like ‘LinkedIn’ and ‘X’ have AI integrated for writing posts.
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June 2025
Do you need 700 engineers to make money with AI?
Recently, Builder.ai, a company founded in London and backed by Microsoft whose valuation relied on their revolutionary coding AI Natasha, was discovered to use 700 Indian engineers instead of an AI. Moreover, these engineers, it seems, often churned out rather buggy code. They are also accused of having inflated their revenue figures.
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The services behind the thinking above.