Trey Heath

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Practical AI for mid-market operators. From inside the work.

20 Jun · 2026

KPMG gave 276,000 people AI agents — after it governed them, not before

The order is the whole lesson. On June 9, KPMG and Microsoft rolled AI agents out to more than 276,000 staff. They didn't ship the agents first. They built the control plane first, the part that gives every agent an identity, a permission scope, and an off-

19 Jun · 2026

AI-native firms aren't smaller. They're pointed differently.

INSEAD ran a controlled trial on 500+ AI-native startups. The winners didn't have fewer people. They had the same team pointed at different work, and they raised 39.5% less capital to get there. That last detail is the one most commentators skipped. The study ("Mapping

25 May · 2026

The only winners of AI are inside the arena

The first AI chatbot we built for SouthWorth ingested 60-page financial docs into a local vector database via a RAG workflow. It was magic. It was also never used. We started Cosmos Holdings because we think AI is the most consequential technology shift since the internet, and almost everyone