The Serious Insights State of AI 2026 May Update May 2026 did not overturn the core findings from the State of AI 2026 report. It reinforced them. The month made clear that AI has moved beyond model competition as the primary story. The sharper questions now involve operational control, institutional trust, energy access, regulatory maneuvering, and the ability of … [Read more...] about The Serious Insights State of AI 2026 May Update: Capital concentrates as trust and infrastructure lag
Strategy
Optimism Is Not a Strategy. It Is an Input.
Optimism Is Not a Strategy. It Is an Input. McKinsey’s “The case for optimism in uncertain times,” written by Yuval Atsmon, makes a useful distinction between blind positivity and action-oriented optimism. Yuval Atsmon argues that pessimism can be as irrational as optimism when the facts are incomplete, and that long-term optimism can motivate the work required to create … [Read more...] about Optimism Is Not a Strategy. It Is an Input.
The Serious Insights State of AI 2026 April Update: How Power, Capital, and Governance Will Shape the Next Wave of AI
The Serious Insights State of AI 2026: April Update The AI market moved at an unprecedented clip in April 2026. A dense cluster of frontier model releases, a record-breaking funding close, the first formal UN-led global AI governance consultations, and a crystallizing energy crisis made this month one of the most consequential in the industry's history. The core findings of … [Read more...] about The Serious Insights State of AI 2026 April Update: How Power, Capital, and Governance Will Shape the Next Wave of AI
Strategy is the Work of Leaders: Give Up Strategic Planning Theater and Embrace the Reality that Strategy is the Work of Leaders
Strategy is the Work of Leaders: Give Up Strategic Theater and Embrace the Reality that Strategy is the Work of Leaders An overview of my Strategy for the Win presentation from Computers in Libraries 2026. Strategy is not a document, a retreat, or a five-year artifact that gets dusted off when governance requires a refresh. Strategy is a living story about how an … [Read more...] about Strategy is the Work of Leaders: Give Up Strategic Planning Theater and Embrace the Reality that Strategy is the Work of Leaders
Two Visions for Navigating AI’s Adolescence: Altman and Amodei on the Rite of Passage Ahead
Two Visions for Navigating AI's Adolescence: Altman and Amodei on the Rite of Passage Ahead In the span of a single week in early 2026, we received two remarkably different articulations of where artificial intelligence is taking us, and what dangers lie ahead. Sam Altman's town hall with AI builders offered a pragmatic, iterative vision of abundance tempered by marketplace … [Read more...] about Two Visions for Navigating AI’s Adolescence: Altman and Amodei on the Rite of Passage Ahead