
The Gap Between Adoption and Ownership
The AI conversation keeps doing what it always does. But something else is happening.

A unique perspective from Dave Elkington on how systems are changing before org charts do, and understanding the transition from software tools to digital labor.

The AI conversation keeps doing what it always does. But something else is happening.


The old world is too slow for the new pace. The winners won’t be best model builders, but infrastructure owners rebuilding everything around it.

AI is outperforming schoolwork, automation is reshaping supply chains, and SaaS is shifting toward infrastructure over apps.

The noise around new models and tools is hiding a bigger shift underneath.

SaaS growth is collapsing, AI startups are scaling fast, and big tech races to own AI work.
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Human-AI tests, underwater data centers, disputed ROI, a Meta exit, and a Microsoft signal defined the week.

The economy’s splitting, compute’s going off-planet, and BCG just dropped the GTM playbook for the autonomous era.