Tag: business

Canada, Geopolitics, intelLeave a comment

Morning Briefing — Thursday, 12 March 2026

Colin Henderson

“What Changed” items, three new/emerging flags, five secondary items, and one long-form pick.A few things worth flagging from this morning:The Russia tactical integration item is the sharpest new development — moving from general targeting assistance to specific drone doctrine is qualitatively different and will require a Western coalition response of some kind. Watch for NATO statements later today.The France nuclear doctrine signal is the carry-forward item with the longest arc — if Macron moves from signalling to any kind of formalised burden-sharing arrangement, it restructures European security architecture in ways that will take years to fully register.On Canada-US trade — … Continue reading Morning Briefing — Thursday, 12 March 2026

AI, genAI

The State of Enterprise AI – OpenAI

Colin Henderson

Open AI have produced this report based on anonymized data from actual usage of ChatGPT. Full report at end of post. Foreword: 01 Enterprise usage is scaling, with deeper workflow integration. ChatGPT messagevolume grew 8x and API reasoning token consumption per organization increased320x year-over-year, demonstrating that more enterprises are using AI and theirintensity of usage has increased. 02 Enterprises that leverage AI are experiencing measurable produc tivity and business impact. Enterprise users report saving 40–60 minutes per day and being able to complete new technical tasks such as data analysis and coding. Case studies indicate AI is contributing to important … Continue reading The State of Enterprise AI – OpenAI

AI, Growth, productivity

Bain – Many pilots, but not enough scaling with lack of clarity on objectives

Colin Henderson

Commentary from Greg @ Bain & Co. The theme is similar to what is becoming clear that business is deploying AI on employee desktops, but there is much less operational deployment targetted at productivity growth. ______________ Every other week we’ll provide updates on the latest value levers and trends operators are asking us about in Technology and Software. If there are things you want to hear more about – shoot us a note. Let’s start with the easy answer: Yes, AI is real and we have clients achieving 10-25% EBITDA improvement (top and bottom line). However, for every success story … Continue reading Bain – Many pilots, but not enough scaling with lack of clarity on objectives

AI, Growth, productivity

Productivity diffusion and invention during era shifts

Colin Henderson

Repost from my post to Medium Jun 2024. Introduction: I wanted to repost this from 2024 mainly to reflect what ha happened in the intervening year, where I was wrong and what we need to learn to move real gains in Productivity. _____________________________________________ How technology strategy, leadership and being the inventor does not associate with leadership. I have been considering the relevance of AI in context of more than just another invention, rather the catalyst for a step change in productivity. I believe AI, AGI and beyond will bring significant and consequential changes to countries, companies and people. But only if … Continue reading Productivity diffusion and invention during era shifts

AI1 Comment

MIT report ‘The GenAI Divide”; Business is missing the ‘transformation’ point of AI

Colin Henderson

State of AI in Business 2025 This post looks at the state of play for corporate AI deployment and bottom line impacts based on a recent MIT report. I would categorise the result as AI represents a net cost to most business with no consequential ROI nor improvement in Net Income or future cost reduction. Tools like ChatGPT and Copilot are widely adopted. Over 80 percent of organizations have explored or piloted them, and nearly 40 percent report deployment. But these toolsprimarily enhance individual productivity, not P&L performance. Meanwhile, enterprise grade systems, custom or vendor-sold, are being quietly rejected. Sixty … Continue reading MIT report ‘The GenAI Divide”; Business is missing the ‘transformation’ point of AI

AI, Canada

The Canada AI Strategy Task Force was officially launched in September 2025

Colin Henderson

The Canada AI Strategy Task Force was officially launched in September 2025 by Minister Evan Solomon, marking a renewed effort to update and advance the country’s National AI Strategy. This initiative comes at a critical juncture as technological transformation and geopolitical forces reshape national priorities. Government of Canada launches AI Strategy Task Force and public engagement on the development of the next AI strategy From: Innovation, Science and Economic Development Canada Key facts about the AI Strategy Task Force Source perplexity.ai In summary: The Task Force represents Canada’s commitment to leading in responsible and ambitious AI deployment, with emphasis on broad … Continue reading The Canada AI Strategy Task Force was officially launched in September 2025

AI

AI helped recover £500m lost to fraud -UK government

Colin Henderson

A theme is developing in business that AI contributes business value by eliminating one of the moost pervasive data issues, one which Banks reallly suffer but all businesses do a large extent: that issue is co-relating customer data from disparate sources and producing a novel profile which can be used to create value through customer activity, inadvertent or deliberate, by identifying items such as missed opportunities, fraudulent activity or customer ignorance which resulted in losses or missed new business. The UK givernment has develpoed an AI tool to create a picture of citizen activity related to government payments, much of … Continue reading AI helped recover £500m lost to fraud -UK government

AI

OECD report on AI provides thoughtful and relevant context for current state

Colin Henderson

Intersting report from OECD. I focussed here in diffusion, i.e. the spread and systemic adoption of AI. With an eye on the eventual improvements in productivity effective diffusion is essential. The full report can be found at end of post.. For Bankers, consider this quote. This is the beginnings of the holly grail to address the elephant in the room of Banks data worries. Applications can transform customer relationships and marketing, by improving market segmentation and raising capacity to “Know Your Customer” (KYC), by automating basic customer services and enabling a 24/7 attendance, or by supporting content creation at lower … Continue reading OECD report on AI provides thoughtful and relevant context for current state

AI

Technology Trends, Product Launches, and Innovations from the Past Week (August 5-11, 2025)

Colin Henderson

Source perplexity.ai with presentation from Sonnet 4 Based on the latest technology developments from the past week, here are the most significant trends, product launches, and innovations: Major Big Tech Developments OpenAI and AI Advancements OpenAI launched GPT-5, its latest and most advanced AI model, making it available to all ChatGPT users. The company also announced that Apple Intelligence’s ChatGPT integration will use GPT-5 starting with iOS 26, though users will need to wait for this integration.theverge+1 Microsoft’s AI Integration Expansion Microsoft quietly launched Copilot 3D as an experimental feature that converts 2D images into 3D models. The company is … Continue reading Technology Trends, Product Launches, and Innovations from the Past Week (August 5-11, 2025)

AI, Business Models, Innovation, productivity

Blackrock Investment themes 2025

Colin Henderson

In listening to Blackrock Jay Jacobs Head of ETF he mentioned the investment themes Blackrock has identified in the context of re-industrialisation of the economy. See below for detail, but the core three are: Mega Force Description & Investment Implications Demographic Divergence Aging populations in developed economies are expected to constrain growth and productivity, while emerging markets with younger populations and expanding middle classes may benefit from higher growth potential[3][5]. Digital Disruption & AI The rapid adoption of artificial intelligence and digital technologies is transforming productivity, business models, and entire industries. BlackRock sees AI as a foundational driver of future … Continue reading Blackrock Investment themes 2025