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Giacomo Balli
The Second Opinion

For owners and CEOs about to spend serious money on software, AI, an app, or a vendor.
An independent answer before the money moves.

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Excellence pays only where it's visible

Excellence pays only where it's visible.

Every Inc. collected what 32 people who build at the frontier of AI think work looks like after automation. I expected a pile of predictions about what the models will do next year. Almost nobody wrote about that.

The most crowded position in the collection was the deflationary one. Gagan Biyani argues the revolution will take far longer than anyone is predicting. Tina He says boring infrastructure wins. Tom Critchlow puts it in the terms most useful to anyone running a company: the business with the best clock beats the business with the best model. Not the best tools. The best sense of timing.

If you run a business and you feel behind, notice what that group is actually claiming. The people closest to this technology do not believe access to it is the advantage. They believe the advantage is knowing which problem is worth solving and when to move on it, which is the advantage it has always been.

Two of them go further. Sam Gerstenzang argues the winners will use AI to rethink their company rather than to automate it. Sumit Singh is blunter: founders who bolt AI onto the workflow they already have will lose. Software that makes your current process 20% faster is not a strategy, it is a subscription.

And Shoshana Berger makes the point I would want every owner over 45 to read twice: aged intelligence is worth more than artificial intelligence. Twenty years of knowing which customer complaint actually matters is not a dataset anyone can buy.

Anne-Laure Le Cunff, PhD Cunff frames the shift cleanly. Answers are getting cheap. Questions are getting expensive.

So a few worth sitting with:

What is the most expensive problem in your business right now, and would you recognize it if it were solved?

Which of your processes is slow because the work is genuinely hard, and which is slow because nobody has looked at it in ten years?

If you did nothing about AI for the next twelve months, what specifically would you lose?

The overwhelm mostly comes from treating this as a technology question. It is a judgment question, and you are already qualified to answer it.

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Published: Sat, Jul 11 2026 @ 12:41:32
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