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McKinsey just surveyed over seventeen hundred business leaders worldwide, and the headline number hasn't moved in a year: 37% of companies attribute any EBIT impact to AI, flat versus 2025. Only 6% clear the bar for what the report calls a high performer. This week: what that 6% is doing differentl…
Gartner projects $207 billion in enterprise spending on AI agent software this year, up 139% from $86.4 billion in 2025. Uber burned through its entire 2026 AI coding budget by April and still can't say whether its coding agents paid for themselves. This week, Vlad, Kate, and Zoltan dig into why: […
Gartner expects forty percent of agentic AI projects to be canceled by the end of 2027, and the companies bucking that trend aren't the ones giving their agents the most freedom. They're the ones narrowing it. This week: seven diagnostic signs your data isn't AI-ready, straight from practitioners a…
A CEO doubles his company's AI spend, doubles revenue in the same stretch, and still won't say the two are connected. That honesty is this week's starting point for a wider problem: AI is running ahead of anyone's ability to govern it in production. This episode: Temporal's internal AI rollout and…
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