Investor Relations
News Releases
Oct 23, 2025
Why America Should Build Industries, Not Just Bases
America needs strong, prosperous allies to maintain markets for our technological leadership in AI development and deployment. But right now, our allies (especially in Europe) are struggling industrially and our traditional response is inadequate.
Sep 30, 2025
The Reason 95% of AI Pilots Don’t Deliver Revenue Growth
For all the billions poured into AI deployments, the project attrition rate has been extraordinary. MIT research showed that 95% of GenAI pilots failed to achieve rapid revenue acceleration, while S&P Global found that 42% of companies abandoned most AI initiatives in 2025, up from 17% in 2024.
Sep 02, 2025
Nvidia Just Showed Us the Future of American Competition
When Nvidia convinced the White House to sell downgraded chips to China, critics warned it would undermine U.S. security and erode our AI advantage. In reality, it was a win-win, driving growth in both countries while protecting America’s technological lead.
Aug 25, 2025
We Cannot Retrain Our Way Out of the AI Job Crisis
Here’s the brutal math of the labor transition facing the American workforce: It takes 30 days for a 25-year-old AI-native college graduate to become productive. Meanwhile, I have employees with 20 years of experience who struggle to shift from their comfort zone to master the new tools.
Aug 18, 2025
The Middle Management Squeeze: How AI Will Reshape the American Workforce
In the debate about the impact of automation and agentic AI on the American workforce, there are two camps: those sounding the alarm on massive job displacement and those who want to know which specific roles will be eliminated. The difference is stark. Vague warnings will likely only lead to panic and bad policy responses. But, as a country, if we know which jobs are at risk, we can prepare, retrain, and adapt.
May 19, 2025
Reality Check for AGI: Also a Lesson for Business
When Chinese AI startup DeepSeek launched its R1 model requiring far less computational power than their American peers in January, it was only exposing the limitations Silicon Valley had already begun acknowledging. As millionaire investor Marc Andreessen noted, “we’re increasing GPUs at the same rate, but we’re not getting the intelligence improvements at all out of it.” That’s even before factoring in the supply chain challenge of providing enough chips to keep delivering the current rate of unsustainable growth.
March 03, 2025
Managing Talent Across Borders: From Organizations to Ecosystems
The old outsourcing dilemma of build versus buy is already a time capsule of the recent past. In its 2024 survey of 500 global executives on talent sourcing, Deloitte found that digital transformation and the pace of emerging technologies are forcing organizations to rethink how they source and manage capabilities.
News Releases