Before we can describe what a firm does, we have to ask how it knows what to do. That question takes us beneath business strategy to the foundations of meaning itself. Communication, in this sense, does not begin with information—it begins with the pressure to resolve uncertainty.
What we call the communicative world arises from a deeper field—not a space of fixed identities or established facts, but a differential zone of unresolved tension. This is the Deleuzean virtual: a continuous field of problems, irreducible to any of their solutions, but generative of all of them. It is not a blueprint. It is not the unreal. It is the condition of formation itself—a topology of potential collapsing into the actual.
To speak of communication, then, is to speak of selection. A communicative act—an utterance, a gesture, a decision—is a localized response to a problem it cannot fully express. It does not reveal truth; it stabilizes tension. The sail, to use Deleuze’s example, is not the idealistic realization of “sailing,” but a contingent response to a constellation of forces: wind, trade, expansion, material constraint. It is not the answer to a question, but a knot tied in a volatile field.
So too with social systems. They are not designed. They condense. They form where particular tensions consistently demand resolution—where problems become dense enough to require structured mediation. A legal system emerges to stabilize the unpredictable violence of interpersonal dispute. A government forms to repeatedly resolve the question of coordinated authority. These are not abstractions overlaid on a given world; they are actualities precipitated from it.
The firm is one such actuality. Traditionally the firm has been viewed through rational actor models, resource-based theories, transaction cost economics, and network approaches—each attempting to explain the firm as either a maximizing agent, a bundle of capabilities, a solution to market failures, or a node in larger webs of exchange. Rather, this framework proposes the firm is the particular condensation of communicative practices around a specific class of problem: the coordination of material and symbolic resources in pursuit of profitable persistence. It does not begin with a mission or a founder’s intent. It begins when a set of fluctuating decision premises—around production, exchange, labor, time, risk—become consistently resolvable through a common code. That code stabilizes, and with it, the firm comes into being.
A firm, then, is not a response to “the market” in general, but to a historically contingent subset of market problematics. It enacts cognition not to discover truths, but to maintain the conditions under which a certain range of profitable resolutions remain possible. It is not the expression of an economic truth. It is a structure of selection—a system for continuing to act under bounded uncertainty in ways that preserve its own actuality.
What follows, then, is not a theory of the firm as artifact or actor, but as an autopoietic communicative system: one that enacts cognition through recursive mediation with its environment, oriented always toward the provisional resolution of the pressures that first made it necessary. Through this framework we redefine the firm not as a static container of knowledge, but as a dynamic structure of communicative recursion; we explore how generative AI, when integrated, alters not just outputs but the very shape of the firm’s cognition; we examine how boundary functions like PR both condition and are conditioned by these recursive shifts; and we close by offering tactical guidance for communicators tasked with preserving epistemic integrity in firms whose perception, memory, and action are increasingly co-authored by non-human participants. The question that animates this series is not how AI will assist the firm, but what kind of firm becomes possible—and what forms of thought become permissible—when communication itself is rewired.