Strategy

How to think about AI adoption at sea, scoping, sequencing, procurement, and the business case.

Strategy4 min read

The MASS Code Endorses Sovereign AI

The IMO's autonomous vessel code requires ships to operate safely without shore connections. That is a regulatory endorsement of AI that lives on board.

James Calder·May 6, 2026

Strategy4 min read

Hormuz Convoys: Cloud AI Goes Dark First

The US military is escorting stranded vessels through the Strait of Hormuz. Cloud-dependent AI stops working the moment a ship joins the convoy.

James Calder·May 4, 2026

Strategy4 min read

Royal Caribbean's AI Blind Spot

Royal Caribbean told Wall Street that AI drives its $4.5 billion revenue engine. The question nobody asked: what happens when the satellite link drops?

James Calder·May 1, 2026

Strategy4 min read

1,500 Cloud Agents, One Satellite Link

Virgin Voyages grew to 1,500 cloud AI agents in four months. The results are real. So is the connectivity risk nobody is discussing.

James Calder·April 13, 2026