Perspective · Aug 2026
The investor’s advantage in enterprise AI transformation
Evaluating companies creates a useful lens for AI implementation: incentives, operating leverage, decision quality, and the path from capability to value.
Look for leverage
The most valuable opportunities improve a consequential decision or unlock a constrained expert workflow.
Follow incentives
Adoption depends on who benefits, who changes behavior, and who remains accountable when the system participates in the work.
Underwrite the path to value
Treat implementation as an operating thesis: make assumptions explicit, test them in the workflow, and compound what proves repeatable.