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Ram's Blog -
Explained Weekly


Claude Cowork Part Deux
Last week I shared Claude's capabilties in Excel. But can it do slides? Short answer: yes. And it's worth your attention. I recorded a quick video of Claude in PowerPoint to review recent insights on IBM × Anthropic COBOL update. You can see Claude in PPT putting it onto a slide and editing it live. What you'll see is Claude working inside PowerPoint, reading my template suggestions, and building native editable slides. Not static images. Real shapes, real charts, real di
2 days ago2 min read


Learning Faster Than the World Changes
When was the last time you fundamentally updated how you think? The old model was to treat learning like a software update. Install once and run on for a decade. The model works when industries move at human speed. It doesn't work in today's reality, when the clock is exponential. The leaders I see navigating this moment well share a quiet habit. They keep returning to where the future is being researched, tested, and built, long before it hits the market. They "go back to s
3 days ago2 min read


Walmart’s Big AI Bet is 1.6 Million Humans
How many of your employees would say AI is relevant to their job? How many have the skills that matter? How much have you invested in getting them there? Walmart made what I believe is the boldest AI workforce move of the year. Not a product launch, not a platform announcement, but a commitment to train all 1.6 million of its employees on AI fundamentals, for FREE. The training will be delivered through Google’s new AI Professional Certificate . This includes frontline asso
3 days ago4 min read


Have you had your Claude Cowork moment yet?
I recorded a quick video of Claude in Excel handling Walmart Sales Data ( Kaggle dataset). What came back in couple of mins would have taken me considerably longer to put together manually. Claude Cowork is a new capability built into Anthropic's Claude Desktop app, currently in research preview. You point it at a folder on your computer, describe what you need in plain language, and Claude works through it autonomously. It can read your files, develop analysis, build the o
5 days ago3 min read


What Accenture's AI Mandate Actually Signals
When did you last see the rules of professional advancement rewritten in real time? At Accenture an 800K-person firm, AI use is now entering senior promotion decisions. BMO reports 90% of its 53K employees using Copilot daily. CIBC trained 46K team members before granting system access. These are not isolated experiments. Something has crossed a threshold. The substrate: AI fluency has become a professional currency. And like every currency at the moment of its creation, t
7 days ago3 min read


Beyond Faster Work
What happens when every enterprise gets AI agents, but nobody rethinks the work? Most leaders aren't asking that question. They should be. Because the window to get this right is shorter than they think, and the upside for those who do is enormous. The substrate is that every AI conversation should be an operating model conversation. Today, Anthropic and Infosys announced a collaboration to build the next enterprise agentic layer. Between Claude Cowork , their legal tool , a
Feb 174 min read


What's worth more to OpenAI right now than another model upgrade?
OpenAI just hired Peter Steinberger (the creator of Clawdbot, briefly Moltbot, now OpenClaw) to build its next generation of personal agents. What they build next feeds into ChatGPT's 800-million-strong user base. A chess move ahead of what could be the largest tech IPO in history. ChatGPT's lock-in is surprisingly thin. Custom GPTs never became the App Store, memory is shallow, and most users could switch to Claude or Gemini tomorrow and lose nothing. That's a problem when y
Feb 163 min read


SaaS Is Dead. Long Live SaaS.
There’s a tectonic shift underway. Enterprise AI spending tripled to $37 billion in a single year. That’s a 3X increase in 12 months. Where does this money come from? It is carved out of existing software budgets, especially traditional SaaS. And therein lies the tension. For twenty years, SaaS was the greatest business model in technology. Recurring revenue. Per-seat pricing that scaled beautifully with headcount. It turned startups into empires and minted more millionaires
Feb 133 min read


The Compounding AI Fluency Gap
There are two groups of leaders forming right now. The gap between them doubles roughly every few months. And it’s invisible to the group falling behind. I call it the Compounding AI Fluency Gap. One group uses AI for real work. Daily, messily, imperfectly. They’ve felt it fail. They know where the edges are. The other group knows AI matters, has a strategy for it, and has never once been surprised by what it can or can’t do, because they’ve never pushed it themselves. That s
Feb 123 min read
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