How's your team dealing with AI right now? It's probably 50/50.
I was teaching a 3-day MBA class to 30+ students a few
AI
Unlike crypto and the latest fads, artificial intelligence (AI) seems to be the most significant technology breakthrough since the Web. How do we know? Because it's already affecting you or your customers, and if you're not already preparing, your competitors certainly are. Here's what we think you should understand about it as it unfolds...
🔒 The $840 billion delusion of AI disrupting enterprise software
The story making the rounds in tech news media and analyst reports is all about AI eating enterprise software (Salesforce is in trouble, OpenAI is the next Microsoft, B2B adoption is moving at consumer speed, and incumbents are finished). Almost none of this is accurate...
🟢 Our digital framework is now interactive
This is going to be a short edition of the newsletter, but there's been quite a lot of work to give you an interactive version of one of our key frameworks. Hope you'll enjoy it!
Is AI destroying tech jobs? Not really.
Today, you will hear about Block and how its CEO (Jack Dorsey)
🟢 Salesforce is going nowhere
There's been quite a commotion among legacy software companies like Salesforce and Oracle, with huge market-cap drops last week after some resounding announcements of new AI capabilities. Mostly, this is overblown. Here's why...
🟢 The AI bubble eats incumbent software giants
While we were waiting for an AI bubble burst, in two brutal sessions, the market ended up punishing the old digital economy for a different fear: that AI was about to replace parts of its business model sooner than expected.
No, LLMs are not reliable
I keep on hammering this simple fact as I'm still
🟢 The state of AI in 2026
A rapid survey of where AI can deliver ROI looking forward and a discussion of the different levels of trust you can give to LLMs.
🟢 Want to foresee how AI will impact your business? Look at self-driving technology.
TLDR: Waymo's self-driving ups and downs are the typical template for how a properly disruptive tech is introduced to the market. The alternating hype and push-back phases are the best way to discuss what will happen next with AI.
ChatGPT is making Brand Personality a hard science. Are you ready?
One weird change that LLMs are introducing to the world is a
🟢 The AI bubble discussion...
This week, let me put a quick nail in the 'bubble' discussion about AI. Being quite the cautious sceptic, I am about tech and know the usual hype curve perfectly well, so I don't think AI is going away anytime soon...
No, Nobel economists still haven't cracked down on how to innovate
Philippe Aghion and Peter Howitt, recent Nobel Prize winners in economics, will end up shaping how European governments think about innovation for the next decades. And that's not good news.