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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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 53
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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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Evolving the AI Agent Spectrum: From Software to Embodied AI

AI
In the piece Agents in the AI-First Company I introduced a five-level spectrum for understanding software agents. The piece generated a strong response and valuable comments, for both of which I’m incredibly grateful. Some readers questioned the original progression of the spectrum. They noted that developing agents that can collaborate […]
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Agents In the AI-First Company

AI
AI agents are an important component of the transformation to become an AI-first company. Corporations undertaking this transformation must understand where and how to incorporate agents and which agent types to utilize in the AI-centric processes they establish and the organizational structures they adopt. The article presents AI agent types, […]
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The AI-First Company

AI
Introduction In today’s corporate digital transformation landscape, “AI-first company” is emerging as a term that deserves real attention, not just another consultant’s buzzword. But can an incumbent truly transform to become AI-first, as Intuit is attempting, or must it be designed that way from inception, like Tesla? In my previous […]
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