AI decisions, examined in depth
Longer takes on the topics that matter for AI leadership. Each article builds on a LinkedIn post with added context, evidence, and frameworks.
515 Startups Got the Same AI Tools. The Ones Who Saw a Map Generated 1.9x More Revenue.
A field experiment by INSEAD and Harvard Business School gave 515 startups identical AI resources. Half also saw how other companies reorganized production around AI. That single difference produced 44% more AI use cases, 1.9x higher revenue, and 39.5% less capital demand. But the gains concentrated at the top 10%, revealing that the bottleneck in AI adoption is not the technology but the ability to discover where it creates value.
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70% of the S&P 500 Discussed AI on Their Last Earnings Call. Only 1% Quantified What It Did.
Goldman Sachs found no economy-wide productivity link to AI, but 30% gains in teams that actually measured specific use cases. The difference between the companies seeing ROI and the ones concluding AI doesn't work is not the technology. It's whether they're measuring the right thing.
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Oracle and Meta Are Cutting Tens of Thousands of Jobs. The Reason Isn't AI Efficiency - It's $259 Billion in Combined Obligations.
Oracle is cutting up to 30,000 jobs while carrying $124 billion in total debt and a $2.1 billion restructuring charge. Meta is trimming departments furthest from AI while doubling infrastructure spending to $135 billion. When vendors call layoffs 'AI transformation,' the balance sheet usually tells a different story.
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The Enterprise AI Model Market Reshuffled in 24 Months. Here's How to Build a Decision Framework That Doesn't.
Anthropic went from 12% to 40% of enterprise AI spend in two years while OpenAI dropped from 50% to 27%. Gartner projects inference costs will fall 90% by 2030. When both features and price converge, the companies that hold an advantage are the ones with a structured decision framework, not the ones that picked the right model.
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502,000 AI Layoffs Planned. Zero Productivity Evidence. How to Avoid Making the Same Bet.
A survey of 750 U.S. CFOs found that 44% plan AI-related layoffs this year, roughly 502,000 positions. Goldman Sachs found no measurable link between AI adoption and productivity gains. The gap between the two reveals a decision-making pattern worth examining before your next headcount review.
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Zuckerberg's AI Deputy: What Meta's CEO Tool Reveals About Every Leader's Information Gap
Mark Zuckerberg is building an AI agent to help him run Meta, not to replace anyone but to bypass the organizational layers between him and the data he needs. Meta already has 30% productivity gains from internal AI tools. Here is what this reveals about the information gap every CEO faces, and how to start closing it.
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