Podcasts

What happens when every enterprise gets AI agents, but nobody rethinks the work? Most leaders aren't asking that question. They should be. Because the window to get this right is shorter than they think, and the upside for those who do is enormous. The substrate is that every AI conversation should be an operating model conversation. Today, Anthropic and Infosys announced a collaboration to build the next enterprise agentic layer. Between Claude Cowork , their legal tool , a

There’s a tectonic shift underway. Enterprise AI spending tripled to $37 billion in a single year. That’s a 3X increase in 12 months. Where does this money come from? It is carved out of existing software budgets, especially traditional SaaS. And therein lies the tension. For twenty years, SaaS was the greatest business model in technology. Recurring revenue. Per-seat pricing that scaled beautifully with headcount. It turned startups into empires and minted more millionaires

There are two groups of leaders forming right now. The gap between them doubles roughly every few months. And it’s invisible to the group falling behind. I call it the Compounding AI Fluency Gap. One group uses AI for real work. Daily, messily, imperfectly. They’ve felt it fail. They know where the edges are. The other group knows AI matters, has a strategy for it, and has never once been surprised by what it can or can’t do, because they’ve never pushed it themselves. That s

When I was a kid, the “serious” adults told my friends that thousands of hours in StarCraft and Age of Empires were a waste of time. They were wrong. Those kids were training for the real job of the 2030s: commanding swarms of AI agents under pressure. The fortunes will be made by the people who decide where the trains go. The substrate is AI orchestration: coordinating dozens of AI agents in parallel, allocating compute, routing decisions between humans and machines in real

PwC is training its 75,000 U.S. employees in AI skills through its new AI Learning Collective . It is built around a recognition that the half-life of usable knowledge is now shorter than most corporate training cycles. Models evolve faster than curricula. Even well-funded upskilling programs are structurally late. PwC’s insight is subtle and decisive. They are not teaching employees how to use tools. They are rebuilding the firm’s operating system. The Substrate: We have cr

Last week I wrote about the Hubble archive. Thirty-five years of data hiding 800 cosmic anomalies. This week, McKinsey found its own. Here’s what happened. McKinsey receives 1 million applications a year and hires less than 1% of them. They wanted to know: What distinguishes candidates who become successful partners from those who don’t? They analyzed 20 years of hiring data with AI. The pattern jumped out immediately. Candidates who’d experienced setbacks and recovered were

When you have a question, do you ask AI or do you search? Our default setting is shifting from search to “Ask AI”. By 2028, half of all searches will be AI-generated answers, not links. Even Google had to adapt. They integrated AI Overviews into search results because the shift was undeniable: when users start trusting AI answers over clicking links, the entire search paradigm shifts. And as AI agents begin making decisions autonomously, being cited becomes even more critica

OpenClaw (formerly Clawdbot, then Moltbot) crossed 100,000 GitHub stars and attracted 2 million visitors in a single week. That’s faster adoption than almost any open-source project in history. We’re watching AI agents organize themselves without human direction. OpenClaw is “24/7 Jarvis” OpenClaw is an open-source autonomous AI assistant that operates as a software agent on your behalf. It integrates with WhatsApp, Telegram, Signal, Slack, Discord, Google Chat, iMessage, M

I’ve had the same conversation 200+ times in two years. Different industries. Different continents. Same pattern. Most executives are asking: “What can AI replace?” The 5% who will dominate ask: “What can we reinvent that wasn’t possible before?” That shift from substitution to reinvention is everything. The Problem: We’re Having The Wrong Conversation History repeats, but faster each time. Electricity took 40 years to transform factories. Early adopters just replaced steam e