Former Google CEO Eric Schmidt coined a name for a belief now widely held inside the big AI labs: the “San Francisco Consensus.” The idea is simple -> AI models keep getting better as they get bigger -> they start helping to build the next version -> which leads to stronger AI -> the loop compounds -> in an accelerated timeline we reach superintelligence (== AI that outperforms the best human experts at virtually every kind of thinking work). This is an outlook, not a forecas

AI leadership is a 3X competitive advantage. BUT not for the reason most people think. Boston Consulting Group (BCG) surveyed +500 executives globally. One finding caught my attention -> BCG reported roughly three times the competitive outperformance associated with well-prepared leaders compared with mature AI deployment alone: 66% versus 20%. And when strong leadership combines with mature AI practices, BCG reports an additional 80% lift in competitive performance. The mess

Will AI eliminate more jobs than it creates? It’s the question I get most. McKinsey Global Institute (MGI)’s new report provides fascinating insights. For the US through 2035, their base case -> -> Automation could reduce demand by ~36M jobs -> Growth could ADD 41M -> Net: about 5M MORE jobs Most of the growth is familiar work getting bigger: 1\ Rising living standards: +18M (services, hospitality, training) 2\ An aging population: +8M (care, health, home support) 3\ Construc