Founder CAIO at AIx Inc. | Founder Chair at AILC SF | Enterprise AI Advisor | Is your org structurally ready for AIーor just using it? | Author AI by Design 2.0
NVIDIA's State of AI 2026: 44% of enterprises are deploying or assessing AI agents. Telecom leads at 48%, retail and CPG at 47%.
Jensen Huang on Q1 earnings: "Agentic AI has arrived. AI can now do productive and valuable work. Tokens are now profitable."
The shift: from AI that assists tasks to AI that completes workflows. That distinction changes the design question entirely.
https://t.co/7XbA5vGzZD
#AI #GenAI #EnterpriseAI #CAIO #AIbyDesign
GM laid off 600 IT workers — more than 10% of its IT department — while simultaneously posting a 40% earnings beat and raising its full-year guidance.
This was not a cost-cutting move. It was a deliberate skills swap. GM is actively hiring for AI-native development, data engineering, agent design, and prompt engineering.
The distinction matters: not workers who use AI, but workers who build AI systems.
https://t.co/z1SQjceGVe
#AI #GenAI #EnterpriseAI #CAIO #AIbyDesign
Goldman Sachs Research asks bluntly: will corporate AI investment pay off?
Head of Global Equity Research James Covello notes chip companies are thriving while enterprises higher in the chain have yet to see returns. Meanwhile, Goldman built an "AI Productivity Beneficiary" portfolio — companies that have embedded AI into workflows with measurable results. Goldman calls it their most important trade for 2026.
The distinction matters. AI investment pays off when it is designed to be measured.
https://t.co/sdsMae9X8c
#AI #GenAI #EnterpriseAI #CAIO #AIbyDesign
Eli Lilly signed a deal worth up to $2.75 billion with Insilico Medicine to develop and commercialize AI-discovered drugs across multiple therapeutic areas.
Insilico has already developed 28+ drug candidates using generative AI. Nearly half are already in clinical stage.
The deal structure: $115 million upfront, the rest tied to development, regulatory, and commercial milestones. AI investment designed around outcomes, not fixed costs.
https://t.co/ystUPczxta
#AI #GenAI #EnterpriseAI #CAIO #AIbyDesign
Walmart Q1 2026: fast delivery up 50%+ year-over-year. Over 60% of stores supplied by automated distribution centers. More than half of e-commerce fulfillment volume now automated.
CEO John Furner: "AI is fundamentally reshaping how customers shop and how associates work."
The ambition goes further. Walmart has announced partnerships with OpenAI and Alphabet to build the future of agentic commerce — where AI agents anticipate needs and act, not just assist.
https://t.co/gjIZ2UfpCc
#AI #GenAI #EnterpriseAI #CAIO #AIbyDesign
Thanks to the support from so many friends, partners, and people around me.
AI by Design 2.0 made it to #1 in Decision-Making & Problem Solving on Amazon.
Also #2 in Business Management, and #3 in Systems & Planning.
I know rankings can be temporary.
But honestly, seeing it sit alongside titles I've admired for years was a moment I didn't expect.
Still a long way to go. But I'm genuinely grateful that people are picking it up.
The Japanese edition is in progress now and I'll keep sharing thoughts on AI and enterprise transformation along the way.
#AIbyDesign #REWIRE #EnterpriseAI #CAIO #AILeadership
IBM CEO Arvind Krishna at Think 2026: Most enterprises run AI at the margin. The core end-to-end processes, how an enterprise makes money and makes decisions, are largely untouched.
The enterprises pulling ahead are not deploying more AI. They are redesigning how their business operates. That distinction is where transformation actually begins.
#AI #GenAI #EnterpriseAI #CAIO #AIbyDesign
https://t.co/nkN54KHMKg
McKinsey's data on AI high performers is worth sitting with. Only 6% of companies qualify. What they have in common: growth and innovation as objectives rather than cost reduction, 3x more likely to have strong senior leadership engagement, and 5x more likely to make a major budget bet on AI.
The gap isn't capability. It's design intent set at the top.
#AI #GenAI #EnterpriseAI #CAIO #AIbyDesign
https://t.co/NyA0dcUUSZ
Uber built an AI system that surfaces context from previous customer interactions in real time for service representatives.
The result wasn't a faster conversation. It was a more resolved outcome, because the agent knew the history.
Same data. Different design. That difference is what separates AI that assists from AI that actually changes outcomes. Most enterprises have the data. Few have designed it to be usable by agents.
#AI #GenAI #EnterpriseAI #CAIO #AIbyDesign
https://t.co/xeV7y05U8D
Stanford analyzed 51 successful enterprise AI deployments. Their conclusion was consistent across cases: the technology was always the easiest part.
What separated success from failure: knowledge transfer, workflow redesign, and organizational embedding.
Most enterprises treat AI as a technology problem. The ones getting results treat it as an organizational design problem. That reframe changes everything that follows.
#AI #GenAI #EnterpriseAI #CAIO #AIbyDesign
https://t.co/DbmJJlcSNh
ServiceNow's 2025 results on their own platform: $500M in cost savings, 91% of service requests handled by AI, 2.3 million hours returned to employees.
The number that matters most isn't the savings. It's that 91%.
That means the organization was redesigned to let AI actually execute, not just assist. Most enterprises haven't made that structural shift yet.
#AI #GenAI #EnterpriseAI #CAIO #AIbyDesign
https://t.co/vItoaAxkuz
Most organizations are adding AI to existing workflows.
High performers are replacing the workflows entirely.
McKinsey: top performers are nearly 3x more likely to fundamentally redesign workflows. That gap does not close with better tooling.
ServiceNow deployed AI agents on its own platform.
Results in 2025: $500M in savings. 91% of service requests handled by AI. 2.3 million hours returned to employees.
The story is not the numbers.
It is that they redesigned what a unit of work means — from department function to outcome delivery.
That is the W in REWIRE: Workflow.
Not automation. Not process efficiency.
Structural redesign — organizing work around outcomes, not org charts.
Outcome Teams: cross-functional units where humans and AI agents execute toward a defined result together.
→ Forthcoming: AI by Design 2.0
#REWIRE #AILeadership #EnterpriseAI #CAIO #AIbyDesign
https://t.co/jyYe3UmM9G
The CAIO who can only report "time saved" is answering the wrong question. The one who can answer "what outcome did we sell that we couldn't sell before" is rewriting the P&L. That's Economic. That's where AI leverage compounds.
Sources:
• Sierra "Outcome-based pricing for AI Agents" https://t.co/aldjzTiD9y
• Deloitte (citing Gartner) https://t.co/p1sVPpR5Qb
#REWIRE #AILeadership #CAIO #EnterpriseAI #AIbyDesign
Most organizations measure AI by what it saves. Few measure it by what it creates. That's the Outcome Gap. And it's why REWIRE's second dimension is E — Economic.
Gartner: seat-based revenue share dropped from 21% to 15% in 12 months. By 2030, at least 40% of enterprise SaaS spend moves to usage-, agent-, or outcome-based pricing. Efficiency narratives don't capture that shift. Outcome architecture does.
The CAIO isn't a glorified data scientist.
They're the person who ensures your organization is structurally capable of receiving what AI produces — and answerable when it doesn't.
That's Responsibility. That's where transformation starts.
#REWIRE#AILeadership#CAIO#AIbyDesign
Most organizations have AI tools. Few have someone truly accountable for what those tools produce.
That's the Responsibility Gap. And it's where REWIRE begins.
But the same data tells another story:
Only 25% of AI initiatives have delivered expected ROI. Only 16% have scaled enterprise-wide.
A title doesn't solve the problem. Accountability architecture does.