• 15 September 2026
    September 15, 2026
  • Author esimoudis
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The Enterprise Capital Gate (Part 2)

Uncategorized
Part 1 argued that enterprise AI projects share the characteristics of venture investments but are funded like plant expansions. This mismatch creates the Pilot Purgatory condition and frequently leads to the elimination or underfunding of the wrong projects, while others continue indefinitely. In this article, we describe the Enterprise Capital […]
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The Enterprise Capital Gate: Bringing venture discipline to the enterprise AI portfolio (Part 1)

Uncategorized
In this two-part series, I introduce the Enterprise Capital Gate, the companion instrument to the AI GPS. The AI GPS provides the executive team with a dashboard that uses project telemetry to track the progress of the enterprise’s AI strategy. The Enterprise Capital Gate converts what the dashboard reports into […]
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Beyond the ETA: The Context-Dependent Robotaxi CX

AI, Autonomous Vehicles
Autonomy is table stakes, and supply-side orchestration, which Uber is already winning, is becoming table stakes too. The next differentiator in robotaxi customer experience is demand-side. Namely, a system that anticipates each traveler’s intent (route risk, speed-versus-safety trade-offs, the right mode for the moment) and orchestrates the trip to satisfy […]
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The AI Delegation Trap and the Productivity J-Curve

AI
The Productivity J-Curve best explains AI’s productivity paradox. The investments across different categories beyond technology initially depress measurable output. Rather than making the necessary investments across these categories, CEOs of legacy corporations often fall into the Delegation Trap, treating AI as a tactical IT upgrade. This misallocation triggers the AI […]
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The Inadequacy of Enterprise AI Committees and Centers of Excellence

Uncategorized
General-Purpose Technologies, such as AI, must cause the enterprise to rethink and redesign its workflows, organizational structures, and business models. Most information technologies targeting the enterprise, e.g., business intelligence, refine and optimize existing processes rather than forcing their complete redesign. Failing to distinguish between a true General-Purpose Technology and a […]
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Architecting the Corporate Industrial Policy to Survive the AI Stakeholder Squeeze

AI
Incumbent corporations are investing in and incorporating AI, yet most fail to fundamentally alter their operating models or achieve strong ROI as a result. The root of this failure is not technological. It is macroeconomic and organizational. US enterprises are attempting to execute a paradigm-shifting technological transition within a market […]
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  • 10 February 2026
    February 10, 2026
  • Author esimoudis
  • Comments 0
  • Views 92
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The Auto Industry Employment In An AI World

AI, Uncategorized
As embodied AI becomes the next AI frontier, it forces a sobering reality check for employment in the American automotive industry. Reviving the auto industry and bringing back two million manufacturing jobs collide with the reality of stagnant demand for new vehicles, software-defined vehicles that are easier to manufacture, and […]
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Adaptive and Humanoid Robots

AI
As The recent CES provided a powerful showcase for humanoid and other adaptive robots. The demonstrations served as an important reminder that embodied AI is the next AI frontier. Beyond the technology challenges that remain before conquering this frontier, how should we view embodied AI? Will it be the cause […]
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Three AI Factory Types

AI
As 2025 drew to a close, the narrative surrounding enterprise AI began to shift. We moved from 2025 being the “Year of Experimentation” to 2026 shaping as the “Year of Deployment.” Under such a mandate, enterprises must develop and deploy their AI applications scalably, efficiently, and economically. For the large […]
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