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Weekly insights on AI transformation and digital innovation
The Lighthouse
Weekly insights on AI transformation, digital innovation, and leadership in the age of AI
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Turn AI productivity into EBIT
a16z bets $1.1B on physical AI, Nvidia eyes Hugging Face, and why 80% feel more productive but only 6% see it in EBIT....
How to make your data AI-ready
Amazon's AI bonds price higher, Salesforce buys back stock, and Nvidia courts a rival chip startup....
How to baseline your AI spend
IBM and OpenAI partner, 2,000 robotaxis hit Europe, and 98% reconsidered their AI strategy once the bills arrived....
Get AI into the P&L this quarter
Alphabet down 7%, Microsoft up 8%, and why 68% deployment is producing less than 10% automation....
How to redesign before you deploy AI
Google maps the redesign shortfall, AMD bets $5B on Anthropic, and Anduril nears $100B....
How the top 22% turn AI into revenue
IBM crashes 25%, General Compute bets on inference chips, and Moonshot releases the largest open-weight model ever....
How to build AI ROI accountability at scale
SK Hynix hits Nasdaq, Alibaba cuts off Anthropic, and Micron bets $250B on American AI memory....
Thought Piece: AI in cycles scales faster
The planning system that separates AI leaders from everyone else....
AI ROI starts with organizational design
Wall Street doubts June's payroll numbers, Microsoft bets on embedded engineers, and Zuckerberg admits agents have underdelivered....
How to close the AI productivity gap
Enterprises cut AI spend, Goldman pivots to factories, and Samsung and SK Hynix lock in $646B....
AI strategy delivers 5x more value
WPP tests an AI video buyer, SAP and Google go agentic for commerce, and Gallup ties AI avoidance to layoffs....
How to build AI agents that scale
SpaceX breaks IPO records, KPMG retracts its AI report, and Mistral challenges US model lock-in....