Exclusive: a conversation with Tibo from Codex on what your company has to become when the model can actually do the work

Substack · Article

• Core argument: AI capability has shifted the bottleneck from whether models can do technical work to where human judgment sits within organisations. “The question of where human judgment lives inside a company stops being a developer question and starts being a leadership one.”
• Two organisational failure modes: over-restriction (agents rendered useless) and under-restriction (board-level incidents). Competitive advantage comes from “the quiet work of building the five layers” — unremarkable initially, but creating operational separation from competitors who skip governance.
• Practical takeaway: architect human oversight structures across multiple leadership functions, not concentrated in technical teams alone — governance is a leadership design problem, not a tooling problem.