Field notes
Essays on the leader's job as it is shifting, and the instruments you can use to navigate it.
10 essays 75 min of reading 4 tools
Microsoft passed 20 million paid Copilot seats this year. PwC asked 4,454 chief executives what AI returned and 56% said nothing measurable. Those are the same fact — and the seat is the reason. Here is the audit that reprices your licence bill before the subsidy does.
Accenture bought 743,000 Copilot seats.
Run the seat auditMicrosoft passed 20 million paid Copilot seats this year. PwC asked 4,454 chief executives what AI returned and 56% said nothing measurable. Those are the same fact — and the seat is the reason. Here is the audit that reprices your licence bill before the subsidy does.
Take the PDF into the roomMoody's counts $662 billion of data-centre lease commitments that aren't on a balance sheet yet. When they land, the correction deletes the spend that never became capability — and can't touch the work you actually redesigned.
Take the PDF into the roomTelecoms raised $1.6 trillion, went bust, and by 2004 bandwidth cost 90% less — the glut built the next web. The same arithmetic is running on AI right now, and the companies that map their judgment points before it clears will buy their advantage at the bottom.
Take the PDF into the roomBCG measured the last playbook: 70% of digital transformations fell short, and nobody wrote the closing report. Five questions, one sitting, ending in a word you can say in the meeting — including the one number here you should distrust.
Take the PDF into the room