The smarties at WSJ are highlighting just how much the big AI firms are spending to support growth versus their actually quite impressive revenue numbers.

We have been talking about a 4th industrial revolution since Davos 2017. That's an industrial revolution size set of changes inside the next 8 years, maybe sooner.

You won't be informed of it for a couple of years, maybe a bit more, but it is happening now. Because you have not post-Quantum proofed your systems/data at rest.

I think as we see GenZ's share of the economy grow, we will see forces that not just change what brands are and how they are valued, but actually how stakeholders fit in the economic engine/system.

Guns don't win battles. One fun example is the Battle of Puebla (Cinco de Mayo). The French forgot their artillery ammo. That changed the course of history, including America (see my annual post on that).

A quick update to my little article on China triggered by digging in Singapore surrounded by Chinese EVs... including the DeepSeek news and why that matters to your business.

Space Tech (ST) is not just about space. It’s an exciting, unique, breakthrough layer for about 30 domains, mostly on earth

Singapore has positioned itself as the world’s most proactive nation in preparing for AI disruption, demonstrating an anticipatory rather than reactive approach that sets it apart from other global powers.

Four things China as I wander around Singapore and keep seeing different, smart, Chinese-made EV's...

The harsh truth is this tech multiplies the output of a good consultant by 10x over the next three to five years while enabling most firms to have their own AI generated consultant team for 80% of what they have been paying consultants.

There are a dozen amazing things happening in robotics, including the below item from NVIDIA and orders of magnitude improvement in evolutionary design acceleration coming out of Northwestern Uni.

Over the past four or five years, I have spoken to maybe 500+ board and C-level execs about the near-horizon tech future. This was anchored in questions about the 4th Industrial Revolution, AI, GenAI/LLLM 'stuff' and Quantum

That is a fundamental problem inside companies and a bigger problem in times of innovation and innovation-driven change, like the 4th Industrial Revolution that is upon us.

Great note from pal John Sviokla on a smart move by Deutsche Telekom below and a cool AI phone (it's not really a phone anymore but that's another article).

Great article from the smart folks at WSJ. • 5 minute read

The promise and perils of GenAI • 4 minute read

What’s next after we now have DeepSeek….

What is next in AI and why it matter to the Board….

Getting through the maze…

Podcast: Wide ranging discussion with the amazing leader of the Digital Board in the UK, Bryan MacDonald. It starts with a tiny travelogue but then dives into change, strategy gaps, tech waves coming, and how to manage all of that. A bit of a harsh take on Starbucks. Why the horizon is way closer than you think and how much creative destruction you will see.  Also, there is a hint about the book Anna Catalano and I are working on. 

This episode is essential listening for anyone interested in understanding the growing convergence of business strategy and technology leadership.

The distant past 2016 / Sand Hill Group ---

Whether you are an experienced Tech Executive, A CEO or Board member, this episode is packed with valuable insights on managing technology, risk, and innovation in an increasingly complex digital world.

I love this story from Kenya.

Gen AI / AI - Don't go to the dark side

Doctors spend twice as much time on administrative tasks as with patients, but AI can change that by reducing administrative burdens, improving diagnostic accuracy, and fostering a collaborative, patient-centered care model.

A good survey from the folks at McKinsey on GenAI in healthcare.