Walk into any boardroom right now and you will find an AI initiative. Ask what specific business outcome it is producing and you will get an answer about tool adoption, employee productivity, or transformation. Those are activity reports dressed up as strategy. Here are seven signs your AI program is theatre

Microsoft launched Scout this week. Their first product in a new category they call Autopilots. Always-on AI agent that works across Microsoft 365 in the background.

The redesign-operations argument has officially gone mainstream. That is good news. The bad news is that the vendors now using this language are the same vendors selling the products the argument says do not produce value. IBM did it on stage this month. Every major AI vendor will follow within 12 months. The companies that learn to spot the contradiction will save themselves a lot of money. The companies that do not will fund the vendor ecosystem and wonder why their P&L does not change.

Two weeks ago I wrote that enterprise AI bills were about to spike in ways most leaders weren't ready for. This week, three Uber executives publicly confirmed it, contradicting each other in revealing ways. The company burned its 2026 Claude Code and Cursor budget in four months. Here's why that matters more than you think.

Gartner reported a 1,445% surge in multi-agent system inquiries last year. Only 2% of enterprises have deployed at full scale. That 72x gap is the story almost nobody is telling. Here's why most companies should not be deploying multi-agent systems yet, and what to do instead.

AI doesn't compound until you rebuild the operating model. Most leaders are still deploying tools on top of structures designed for 2019. Here is what changes.

How much are we actually spending on AI? The honest answer in most organisations is that nobody knows. Here's what's coming, and why the leaders who aren't preparing now are about to get caught flat-footed.