WEBVTT 00:00:00.000 --> 00:00:01.751 Companies that are really leaning in 00:00:01.751 --> 00:00:04.171 and building for the future are seeing value. 00:00:04.588 --> 00:00:06.924 So Dylan, BCG recently released its report 00:00:06.924 --> 00:00:10.219 Build for the Future. 1,200 senior executives were surveyed. 00:00:10.219 --> 00:00:13.389 Can you give us a brief overview of some of the insights? 00:00:13.389 --> 00:00:16.183 The first is, I think what we saw was that 00:00:16.183 --> 00:00:19.479 only 5% of companies are actually seeing value from AI. 00:00:19.479 --> 00:00:21.481 So a lot of investment going in, 00:00:21.481 --> 00:00:24.734 but a lot of executives not feeling like the value's there. 00:00:24.734 --> 00:00:27.654 But interestingly, companies that are really leaning in 00:00:27.654 --> 00:00:29.906 and building for the future are seeing value. 00:00:29.906 --> 00:00:31.783 And when you actually pull those companies out 00:00:31.783 --> 00:00:34.203 and you look at, you know, their TSR-total shareholder 00:00:34.203 --> 00:00:37.957 return-they're seeing three-and-a-half times higher shareholder returns. 00:00:37.998 --> 00:00:39.875 So few companies are getting there, 00:00:39.875 --> 00:00:42.044 but the ones that are are really delivering. 00:00:42.044 --> 00:00:43.796 To what extent are companies, and in particular these 00:00:43.796 --> 00:00:47.592 future-built companies, adopting agentic AI? 00:00:47.592 --> 00:00:49.969 When you look at where the value's coming from today, 00:00:49.969 --> 00:00:53.056 you know, agentic AI is about 17% of 00:00:53.056 --> 00:00:54.224 where the value's coming from. 00:00:54.224 --> 00:00:57.769 So still a lot of the value is from traditional AI. 00:00:57.769 --> 00:01:01.273 But what we see is future-built companies are actually much 00:01:01.273 --> 00:01:04.735 higher in their use of agentic AI, roughly about 30%, 00:01:04.735 --> 00:01:06.946 a little bit more than 30%. 00:01:06.946 --> 00:01:08.406 And underneath that, what are they doing? 00:01:08.406 --> 00:01:10.158 They're attacking some of the big workflows 00:01:10.158 --> 00:01:11.242 that are delivering value. 00:01:11.242 --> 00:01:13.870 They're reshaping, they're inventing new ways 00:01:13.870 --> 00:01:17.832 to attack markets through AI versus just deploying 00:01:17.832 --> 00:01:20.502 AI, and/or just doing pilots. 00:01:20.502 --> 00:01:22.045 They're thinking about how do I scale? 00:01:22.045 --> 00:01:23.755 How do I change the way that people work? 00:01:23.755 --> 00:01:26.091 How do our agents work with humans? 00:01:26.091 --> 00:01:27.843 How do I rescale, retrain? 00:01:27.843 --> 00:01:29.470 So they're thinking it all the way through. 00:01:29.470 --> 00:01:31.472 What approach should companies seeking 00:01:31.472 --> 00:01:33.432 to be future built take? 00:01:33.432 --> 00:01:34.767 I mean, you mentioned a little bit, 00:01:34.767 --> 00:01:37.478 but can we go into some more specifics? 00:01:37.478 --> 00:01:39.647 A lot of times when clients ask this question 00:01:39.647 --> 00:01:40.356 I think they're looking for a silver bullet. 00:01:40.356 --> 00:01:41.232 I think they're looking for a silver bullet. 00:01:41.232 --> 00:01:41.983 I think they're looking for a silver bullet. 00:01:41.983 --> 00:01:43.735 They're saying, What's the one thing I can do 00:01:43.735 --> 00:01:46.363 to actually create value to make this work? 00:01:46.363 --> 00:01:48.699 And what the research clearly shows is it's 00:01:48.699 --> 00:01:51.285 not one thing that actually drives it. 00:01:51.285 --> 00:01:53.746 It's several things that you've got to go after. 00:01:53.746 --> 00:01:56.749 One, I mean, clearly you need a multiyear ambition. 00:01:56.749 --> 00:01:58.668 and that's typically driven by the top. 00:01:58.668 --> 00:02:01.587 So it's CEO led, CEO minus one. 00:02:01.587 --> 00:02:02.672 That executive team 00:02:02.672 --> 00:02:05.300 that's really bought into a long-term ambition here. 00:02:05.300 --> 00:02:06.926 So that's point number one. 00:02:06.926 --> 00:02:09.804 Point number two is, to my earlier point, 00:02:09.804 --> 00:02:13.016 they're thinking about, you know, where they can reshape 00:02:13.016 --> 00:02:13.600 and invent new businesses through AI. 00:02:13.600 --> 00:02:15.519 and invent new businesses through AI. 00:02:15.519 --> 00:02:17.354 So a lot of companies, I think, 00:02:17.354 --> 00:02:19.023 get caught up in just deploying AI 00:02:19.023 --> 00:02:20.482 but they're not really stepping back 00:02:20.482 --> 00:02:24.195 and saying, How do I reshape a function? Marketing, supply 00:02:24.195 --> 00:02:27.490 chain, whatever it is, and change the way that people work? 00:02:27.490 --> 00:02:28.491 The third thing that they do is 00:02:28.491 --> 00:02:29.158 The third thing that they do is 00:02:29.158 --> 00:02:30.118 they think a lot about, Well, 00:02:30.118 --> 00:02:32.871 what's the new operating model for the company? 00:02:32.871 --> 00:02:36.124 And a lot of times this means investing more in IT. 00:02:36.124 --> 00:02:37.918 This means shifting dollars. 00:02:37.918 --> 00:02:42.047 This means thinking about the talent that's needed to 00:02:42.047 --> 00:02:43.340 run the new workflows. 00:02:43.340 --> 00:02:46.135 So agents and humans working together. 00:02:46.135 --> 00:02:49.096 And a lot of times this requires new types of people. 00:02:49.096 --> 00:02:51.307 This requires upskilling people. 00:02:51.307 --> 00:02:52.767 This requires a whole new type 00:02:52.767 --> 00:02:55.395 of organizational design to make that work. 00:02:55.395 --> 00:02:57.772 And so companies are focusing a lot on that. 00:02:57.772 --> 00:03:00.734 And then the last thing I'd say is they spend a lot 00:03:00.734 --> 00:03:03.695 of time thinking about the tech architecture. 00:03:03.695 --> 00:03:07.407 Now, the ones that are really making this work are sort 00:03:07.407 --> 00:03:10.536 of balancing how to work within a legacy environment. 00:03:10.536 --> 00:03:12.663 But they have to think a lot about their data. 00:03:12.663 --> 00:03:13.706 They have to think a lot about 00:03:13.706 --> 00:03:15.708 how they work in a broader ecosystem 00:03:15.708 --> 00:03:17.251 with different partners and players 00:03:17.293 --> 00:03:19.629 and thinking about how all that comes together in a scalable 00:03:19.629 --> 00:03:21.464 way to deliver value. 00:03:21.464 --> 00:03:22.757 Thank you so much, Dylan.