Keynote
Unpacking the AI Super Cycle: Power, Platforms, and What Comes Next
Where will power, value, and competitive advantage concentrate as AI moves from experimentation into widespread deployment?
There are moments when a new technology changes what businesses can do.
And then there are moments when it changes where power sits, where value is created, and what it takes to win.
We are living through one of those moments now.
Artificial intelligence is absorbing extraordinary amounts of capital, reshaping the world's largest technology platforms, and forcing nearly every company to reconsider how it operates, competes, and grows.
But as AI becomes more powerful, it is also becoming more accessible.
The same models, tools, and infrastructure are increasingly available to everyone.
Which raises a much harder question:
If everyone has access to AI, why will some companies create enormous value from it while others won’t?
The answer may have less to do with simply adopting the technology and more to do with what happens around it: the data companies possess, the relationships they build with customers, the decisions they are willing to change, the cultures they create, and ultimately, their ability to turn ambition into execution.
Because AI capability may become ubiquitous.
Value creation will not.
Our next guest has spent fifteen years at Google working at the intersection of technology, data, customer behavior, and business strategy.
Neil Hoyne has advised more than 750 companies on how they make decisions, build customer relationships, and translate technology into measurable business value. As Google’s Chief Strategist, he has a rare vantage point across organizations attempting transformation at enormous scale — including what works, what doesn’t, and why.
Today, he is here to help us unpack one of the defining questions of the AI super cycle:
What separates the companies that simply adopt AI from those that build durable advantage with it?
Day 2
40 mins

