Executive Summary
This month’s thread: the economic and operating model shift from AI as “capability” to AI as “execution” and what that does to software spend, governance, and workforce planning.
- The economy is decelerating, and the data is being revised in ways that change planning assumptions.
- Technology is the long-term board priority, with the center of gravity moving to governance and economic control.
- Scaling AI is more uneven and more workflow-specific.
- The SaaS “license by the seat model” must change.
- Tokens are not a business metric.
- Early signals indicate that AI is shaping the employment landscape.
