Candidates 2026 : Open Section :
Top three favourites :
Giri, Sindarov, Wei Yi.
Good chances : Caruana, Nakamura
Hopes for : Pragg
Dark horses : Bluebaum and Esipenko
78% companies now “use AI” in at least one function. But only a small group generate >5% EBIT impact
The gap isn’t access to models, it’s:
• clean operational data
• clear ownership
• ruthless prioritisation
AI is abundant. Operational discipline isn’t
#AI#AIAgent#OpenAI
Advice I give founders on AI:
Don’t pitch “we use AI”.
Pitch:
• “Onboarding time down 40%”
• “Churn down 3 pts”
• “Rep capacity 2x”
Investors don’t pay for models. They pay for workflows that move cash flows.
#AI#GenAI#Leadership#BusinessStrategy
The real AI risk in 2025 isn’t “employees will use ChatGPT.”
It’s that they’ll stop using it after 2 weeks…because nothing in processes, KPIs or incentives changed
If you’re not rewriting workflows, it's not transformation, just theatre
#AI#GenAI#Leadership#BusinessStrategy