How serious is your company about AI?
Are you using it as an optimization tool, or as a transformation tool?
The difference isn’t budget or ambition.
It shows up in the projects you’re actually running.
Optimization: faster, cheaper, better
- Deploying a chatbot that handles customer support tickets, cutting response time
- Using AI to review and flag risk clauses in supplier contracts, reducing your legal team’s review time
- Giving your sales reps a tool that drafts personalized outreach emails based on CRM data, doubling their daily contact volume
Great projects. Real savings. Measurable ROI.
And in three years, every competitor will have done the same.
Transformation: a business model revolution
- The AI insurer that prices risk in real time, per behavior, per moment, replacing traditional policies
- In retail, AI agents that replace the traditional storefront: discovery, recommendation and checkout happen through AI, shifting revenue to subscriptions, with tailored auto-replenishment
- The training provider that stops selling courses and starts selling mastery, with AI acting as a personal tutor
Harder to fund. Harder to govern. No benchmark to point to.
And almost impossible to copy once you’ve pulled it off.
Optimize for two years, transform for five
To stay relevant in the next 2 years, companies should optimize.
But to stay relevant in the next 5 years, they need to transform.
The real AI opportunities aren’t inside your current business model.
They’re in questioning your current business model.
If you’re willing to look beyond the efficiency gains, beyond the use cases, beyond the optimization, you are willing to lead.
That’s a conversation worth having.
An earlier version appeared in my newsletter on February 23, 2026.