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Competitive Advantage in the Age of AI
Classic strategy levers—being first, better, cheaper, different, or protected by a moat—decay fast in the AI era. This piece explores how advantage is really shifting to workflow-specific depth, distribution, trust, and an overlooked factor: your organization’s capacity to absorb change.
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What Actually Determines AI’s Value
This SenseMaking roundup pulls together nine smart pieces on where AI is really at: what it costs to run at scale, why humans are still the bottleneck, and how learning organizations are quietly beating those just chasing the “best” model.
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Value realisation for next-gen AI services – field lessons
For more than a decade, enterprise software has been priced by the seat. You bought a licence, you handed it to a user and the cost for use was fixed. Agentic AI quietly breaks that model. When an assistant can run a long, multi-step job on your behalf — reading across files, calling tools, drafting,…
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Moving fast and slow with AI
The pressure to adopt AI at speed is producing a great deal of noise but not a huge amount of signal. I’ve captured some recent articles that span several similar themes in this context. From economists resurrecting a 40-year-old productivity paradox; to philosophers challenging Silicon Valley’s token-counting obsession; to Microsoft’s diagnosis of organisations as the…
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Innovation theatre and the value of AI
We are in another cycle of innovation, shaped by recent progress with AI. I think AI is enabling amazing things but question how its application is leading to innovation. And ultimately how it’s creating value. I’m far from the only one which is why we shouldn’t be starry eyed and engage in innovation theatre. The…
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Humans Change Slowly – AI Didn’t Get the Memo
AI is racing ahead while companies are still tying their shoes. Logarithmic, slow, human change vs exponential, accelerating, technological change. The classic tension between the two explains why humans consistently underestimate tech’s impact. I’ve written about this before and this post of curated articles proves it: Minding the accelerating technology gap. Employees vs. AI: Still Buffering.…
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Act small – think big – accelerate with AI
How we organise ourselves at work is undergoing a tectonic shift. That’s not just hyperbole or a reactionary response to all the recent talk of the AI apocalypse affecting SaaS companies and beyond. I think this has been brewing for a while. One longstanding aspect is effectiveness of start-ups versus large, incumbent organisations covered in…
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The New Human Stack – Skills for an AI‑First Workplace
If AI automates most white‑collar tasks within 12–18 months, what will humans actually do. And how do we prepare now? Recent remarks by Microsoft AI CEO Mustafa Suleyman suggest AI will reach human‑level performance on most professional tasks within that window, with autonomous agents coordinating many enterprise workflows over the following 2–3 years. You either…
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Technology adoption metrics can be a false economy
They get bandied about and poured over as if they were the ultimate truth. They are just a proxy for value. They are a precursor to it, no doubt, i.e. you need to have adoption before you can get to value outcomes. But they are not the end goal. They don’t provide leading indicators that…
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The difference between a strategy and a plan
I watched an Instagram clip the other day. It blew me away with what I thought was an ingenious strategy. It led to a thought captured in the title of this post. And to unearth a now widespread video published by Harvard 2 years ago. It nails the thought perfectly and the title is: A…
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Thoughts on rapid prototyping for Copilot Agents
In the next wave of Generative AI in the enterprise, the prompt is not the game, the business outcome is. And it’s with an Agent aligned to every business process, that the next level and business outcomes are going to be reached. Agentic AI aligned to business process requires a very different approach. I’ve been…
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Why evaluating AI at current point in time is wrong
At every juncture of technological innovation, one has to decide where one lies. What position to take and more importantly, how to act moving forward. You have to do it as an individual, company leaders have to decide strategically on behalf of the organisation they lead. The Technology Adoption Lifecycle was created by Everett Rogers…
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SenseMaking from the Web
This large collection has a decidedly end of year feel. Topics have been categorised and summarised below. Top of the list is unsurprising but some old favourites too. AI and TechnologyArticles discussing how AI agents are replacing traditional enterprise applications and how companies like Accenture and Nvidia are scaling them for business use. But all…
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SenseMaking from the Web
Unsurprisingly, as the cacophony around AI reaches fever pitch, this is a collection of articles on the topic. It’s so funny how much that is written is reactive and short term in its perspective. Few take the long view and understand the arc of change we are about to undergo. The impact AI will have…
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