Most technology investment waste comes not from poor execution but from solving the wrong problem, or solving the right problem in a way that doesn't survive contact with the next 18 months of reality.
Strategy is the discipline of answering the hard questions while they're still cheap: what should actually get built, in what order, on what foundations, and what it all looks like in three years if everything goes right, and if it doesn't?
We're not career consultants. The people writing the roadmap are the same engineers who may end up building it, which means advice that has to survive implementation, because we're the ones who will live with it.
Right now this matters most with AI. The organisations getting real value from it are making deliberate, sequenced decisions: one use case proven, then the next, instead of chasing every model announcement with a new initiative.