AI Transformation

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AI tutoring works. The evidence is real. But every democratizing technology has followed the same pattern — benefiting the already-advantaged…
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Software multiples compressed from 18.6x to 6.1x in two years and the comfortable middle is gone for good. Most software…
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The app that never shipped is usually the one that changed everything. Not because of what got built but because…
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Most PE portfolio companies have deployed AI. Almost none have built AI that compounds. The gap isn’t the model, it’s…
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Healthcare led AI adoption in 2025, not finance, not manufacturing. The reason wasn’t better models. It was tribal knowledge capture….
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Professional services spend runs at 6x total software spend and that’s the market AI is actually disrupting, not the SaaS…
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Sequoia is right that autopilots will replace professional services but they skipped the hardest part. The AI judgement problem isn’t…
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40% of enterprise agentic AI projects are estimated to face cancellation by 2027, not because the use cases were wrong,…
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95% of enterprise AI pilots deliver zero measurable P&L impact and the reason isn’t the model. It’s who you hired…
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In 2026 the risk is not adopting AI but losing control of it. While standalone agents offer speed they lack…
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