Research / What people ask about AI

March to August 2026 · Enterprise window

The attention gap

Who’s getting disrupted first?

Teams building AI products ask what’s next. Enterprise teams ask how to keep the lights on.

See where the questions lead
Questions about new products,
markets or business models

Enterprise teams

6in 1,000

Teams building AI products

228in 1,000

Each dot = a question.

11,337 enterprise questions. 7,871 questions from teams building AI products.

A record of questions; a company’s strategy is more than its searches.
Read the method and limits ↗

Who asks

Enterprise teams

People who research how to put AI to work inside their organisation.

what infrastructure is needed to support enterprise ai across multiple business units?
Enterprise teams

Teams building AI products

People who build AI products.

which class of business model is most resilient to build in the ai era?
Teams building AI products

Large companies

What 240 of the world’s largest companies say in public about AI.

“the first AI-enabled CGM system that can predict glucose levels up to two hours ahead”
Roche, annual report 2025

Summary

Key findings

We placed six months of enterprise questions about AI, and the questions teams building AI products ask each other, on one strategy map. Enterprise teams aim AI at their own operations, data and control. Teams building AI products aim it at new products and customers. A company that asks only about its own operations has a blind spot: it may not see a new product coming for its customers.

  • Teams building AI products ask about new products, new markets, new revenue streams. Enterprise teams almost never do.
  • Enterprise teams ask 64 questions about running the business for each one about something new (1.5%). Teams building AI products split the two about evenly.
  • Enterprise teams name the workflow and rarely the money.
  • Risk is read from the inside. One enterprise question in five (~20%) is about governing their own AI; almost none ask about a rival or a new entrant.
  • The customer journey already has new stops. Agents priced per conversation, answers without a click and AI shopping assistants are on offer today.
How we read the questions ↗

The strategic contrast

Builders plan what to launch. Enterprises plan how to run.

Nearly 1 in 4 builder questions is about something new. Most enterprise questions are about running operations.

Enterprise teams

Data → operations → lower cost

Enterprise teams: a strategy mapFour perspectives: financial, customer, process, people and platforms. All supplied objectives and cause-and-effect links are retained. Highlighted path: Data and platforms to Automate operations to Lower cost. Arrows point from capability to outcome. Other objectives still receive questions.FINANCIAL: What the owners see: cost, revenue and revenue at risk.FINANCIALCUSTOMER: What customers see: service, trust and new customers.CUSTOMERPROCESS: What the company must do well inside to deliver that.PROCESSPEOPLE AND PLATFORMS: What makes the rest possible: data, skills and culture.PEOPLE ANDPLATFORMSLower cost: Lower operating costs, and get more from assets and capital.LowercostGrow revenue: Sell more to current customers, and earn from new offers or markets.GrowrevenueProtect revenue at risk: Defend income that a rival, a new entrant or an AI answer could take away.Protectrevenueat riskServe customers better: Better products, service and delivery, and offers fitted to each customer.ServecustomersbetterWin new customers: Win more customers, and reach new markets and segments.Win newcustomersStay the chosen supplier: Keep customers' trust: brand, fair treatment, data protection, openness and redress.Stay thechosensupplierAutomate operations: Use AI to run daily work faster and with less effort.AutomateoperationsPersonalise service: Use AI in how the company finds, serves and keeps each customer.PersonaliseserviceNew products and models: Use AI to create new products, services, markets or ways to earn money.New productsand modelsGovern AI risk: Rules, safety and oversight for AI, including the law.GovernAI riskData and platforms: The data, systems and technology AI runs on: data quality, cloud, models and tools.Data andplatformsAI skills: The people and skills to build, use and manage AI.AI skillsTrust and culture: Leadership, culture and alignment behind AI.Trust andculture

Teams building AI products

Skills → new products → customers → growth

Teams building AI products: a strategy mapFour perspectives: financial, customer, process, people and platforms. All supplied objectives and cause-and-effect links are retained. Highlighted path: AI skills to New products and models to Win new customers to Grow revenue. Arrows point from capability to outcome. Other objectives still receive questions.FINANCIAL: What the owners see: cost, revenue and revenue at risk.FINANCIALCUSTOMER: What customers see: service, trust and new customers.CUSTOMERPROCESS: What the company must do well inside to deliver that.PROCESSPEOPLE AND PLATFORMS: What makes the rest possible: data, skills and culture.PEOPLE ANDPLATFORMSLower cost: Lower operating costs, and get more from assets and capital.LowercostGrow revenue: Sell more to current customers, and earn from new offers or markets.GrowrevenueProtect revenue at risk: Defend income that a rival, a new entrant or an AI answer could take away.Protectrevenueat riskServe customers better: Better products, service and delivery, and offers fitted to each customer.ServecustomersbetterWin new customers: Win more customers, and reach new markets and segments.Win newcustomersStay the chosen supplier: Keep customers' trust: brand, fair treatment, data protection, openness and redress.Stay thechosensupplierAutomate operations: Use AI to run daily work faster and with less effort.AutomateoperationsPersonalise service: Use AI in how the company finds, serves and keeps each customer.PersonaliseserviceNew products and models: Use AI to create new products, services, markets or ways to earn money.New productsand modelsGovern AI risk: Rules, safety and oversight for AI, including the law.GovernAI riskData and platforms: The data, systems and technology AI runs on: data quality, cloud, models and tools.Data andplatformsAI skills: The people and skills to build, use and manage AI.AI skillsTrust and culture: Leadership, culture and alignment behind AI.Trust andculture
Enterprise teams Teams building AI productsLit = this group asks about it

Read upwards: capabilities support processes, customer outcomes and financial results.

Teams building AI products ask each other what to make with AI, and how to make money from it:

do you see proprietary datasets holding up as a moat for ai based applications?
Teams building AI products
why llm providers sell access instead of consulting services?
Teams building AI products
is ai resulting in net revenue gain for non-tech companies?
Teams building AI products

Nearly one question in four from teams building AI products asks about new products, new markets or new business models, every year from 2023 to 2026.

Enterprise teams: 64 questions about running the business for every one about something new.
Teams building AI products: about one to one.
On money, builders ask about growth nearly 7 times as often as about cost.

Customer support agents

what operating model do teams need for production ai support agents?
Enterprise teams
top ai agent to replace call centers?
Teams building AI products

Sales agents

what is the roi of using ai sales agents for mid-market and enterprise teams?
Enterprise teams
will b2b companies welcome an ai voice bot qualifying their leads?
Teams building AI products

Business software

which generative ai tool is best for automating internal business workflows?
Enterprise teams
is replacing an enterprise product with llms a realistic strategy?
Teams building AI products

The enterprise team asks how to run the agent or the tool. The team building AI products asks what it can replace, and may sell it to the enterprise team’s own customers or rivals.

A few already ask which businesses AI will replace:

will ai kill software businesses?
Teams building AI products
if ai has 'eaten software', does it eat 'business' next?
Teams building AI products
what economic reasoning is there that bigcos have an advantage post-ai?
Teams building AI products

These threat questions are rare, about one in forty (~2.5%), and almost absent among enterprise questions.

Inside the enterprise

Enterprise questions stop at the workflow

Enterprise teams ask how to run today’s business with AI. They rarely ask about financial returns.

On the strategy map, three boxes hold four in five (80%) enterprise mentions: Data and platforms, Govern AI risk and Automate operations. The Customer and Financial layers stay nearly empty.

Figure 2

Where the enterprise questions go

Box weight shows each box’s share of mentions.

The strategy mapFinancial, Customer, Process, and People and platforms. Arrows lead from capabilities to outcomes.FINANCIAL: What the owners see: cost, revenue and revenue at risk.FINANCIALCUSTOMER: What customers see: service, trust and new customers.CUSTOMERPROCESS: What the company must do well inside to deliver that.PROCESSPEOPLE AND PLATFORMS: What makes the rest possible: data, skills and culture.PEOPLE ANDPLATFORMSLower cost: Lower operating costs, and get more from assets and capital. Under 1% of enterprise mentionsLowercostGrow revenue: Sell more to current customers, and earn from new offers or markets. Under 1% of enterprise mentionsGrowrevenueProtect revenue at risk: Defend income that a rival, a new entrant or an AI answer could take away. Under 1% of enterprise mentionsProtectrevenueat riskServe customers better: Better products, service and delivery, and offers fitted to each customer. 3% of enterprise mentionsServecustomersbetterWin new customers: Win more customers, and reach new markets and segments. Under 1% of enterprise mentionsWin newcustomersStay the chosen supplier: Keep customers' trust: brand, fair treatment, data protection, openness and redress. Under 1% of enterprise mentionsStay thechosensupplierAutomate operations: Use AI to run daily work faster and with less effort. 15% of enterprise mentionsAutomateoperationsPersonalise service: Use AI in how the company finds, serves and keeps each customer. 4% of enterprise mentionsPersonaliseserviceNew products and models: Use AI to create new products, services, markets or ways to earn money. Under 1% of enterprise mentionsNew productsand modelsGovern AI risk: Rules, safety and oversight for AI, including the law. 25% of enterprise mentionsGovernAI riskData and platforms: The data, systems and technology AI runs on: data quality, cloud, models and tools. 41% of enterprise mentionsData andplatformsAI skills: The people and skills to build, use and manage AI. 3% of enterprise mentionsAI skillsTrust and culture: Leadership, culture and alignment behind AI. 5% of enterprise mentionsTrust andculture

Fewer mentions More mentions

Enterprise teams

64 : 1

Questions about running the business for every question about something new.

A question about both is left out.

Enterprise teams name the workflow and rarely the money.

Automate operations1,577
Lower cost101
Enterprise mentions, not unique questions.
A question can mention several objectives.

Only one question about return on investment in thirty (~3%) mentions the customer.

The typical enterprise question is about the workflow:

how does an enterprise decide which workflows to automate with ai?
Enterprise teams
what's the difference between automating a process and redesigning it for ai?
Enterprise teams

Enterprise questions on each layer of the map, out of 11,337. One question can sit on more than one layer.

Financial

163questions1%
what is the roi of enterprise ai cost reduction?
how do i measure ai-attributed revenue?
how can enterprise ai show measurable revenue lift in my business unit within 12 months?

Customer

303questions3%
what roi can i expect from deploying ai agents in my customer service operations?
how does ai agent performance directly impact csat and nps scores?
what kpis should i use to track the rate of ai misinformation about my brand over time?

Process

3,084questions27%
how can we maintain automation standards while accommodating unique business unit requirements?
how to evaluate approval workflows and approval speeds in a platform?
how do agencies scale transportation ai from corridor pilots to network-wide operational programs?

People and platforms

5,972questions53%
what infrastructure is needed to support enterprise ai across multiple business units?
we don't know what ai components are running in our environment, how do we inventory them?
how do you reskill workforce for generative ai?

Operations outnumbers lower cost about 15 to 1. When the money does appear, it is a saving:

what is the expected cost reduction over 5 years with agentic ai intervention?
Enterprise teams

Three in four questions about lower cost also sit in the Automate operations box, and almost none touch a customer. Return is read as a saving:

what metrics prove enterprise ai cost reduction?
Enterprise teams
what hard and soft cost savings should be included in an ai finance automation roi model?
Enterprise teams

Only one question about return on investment in thirty reaches the customer. New products, markets and business models appear in fewer than one enterprise question in a hundred, in each of the six months.

Deloitte’s State of AI in the Enterprise 2026 finds the same order: two in three leaders said AI had delivered efficiency, one in five higher revenue.

Open question for our next report: do the companies that sell something new with AI talk about it differently?

The blind spot

Your risk register faces inwards

Enterprise teams ask a great deal about the risks of their own AI. They almost never ask how a competitor could use AI to take their customers.

Governing own AI

22%

Enterprise questions on the NIST GOVERN function.

Enterprise questions · NIST GOVERN

External threat

8

Questions about a rival, new entrant or business model under attack.

Of 7,471 questions
On the strategy map

Give competitive risk its own place.

NIST AI RMF is a framework for the harm risks of AI systems. Competitive disruption sits outside that remit. A strategy discussion also needs to ask how competitors could use AI to win the company’s customers.

These counts have different bases. They are shown as separate measures, not a ratio. Our coding covered 21 governance and risk frameworks, with limits set out in the notes.

Figure 4

Risk faces inwards

The strategy mapFinancial, Customer, Process, and People and platforms. Arrows lead from capabilities to outcomes.FINANCIAL: What the owners see: cost, revenue and revenue at risk.FINANCIALCUSTOMER: What customers see: service, trust and new customers.CUSTOMERPROCESS: What the company must do well inside to deliver that.PROCESSPEOPLE AND PLATFORMS: What makes the rest possible: data, skills and culture.PEOPLE ANDPLATFORMSLower cost: Lower operating costs, and get more from assets and capital. Under 1% of enterprise mentionsLowercostGrow revenue: Sell more to current customers, and earn from new offers or markets. Under 1% of enterprise mentionsGrowrevenueProtect revenue at risk: Defend income that a rival, a new entrant or an AI answer could take away. Under 1% of enterprise mentionsProtectrevenueat riskServe customers better: Better products, service and delivery, and offers fitted to each customer. 3% of enterprise mentionsServecustomersbetterWin new customers: Win more customers, and reach new markets and segments. Under 1% of enterprise mentionsWin newcustomersStay the chosen supplier: Keep customers' trust: brand, fair treatment, data protection, openness and redress. Under 1% of enterprise mentionsStay thechosensupplierAutomate operations: Use AI to run daily work faster and with less effort. 15% of enterprise mentionsAutomateoperationsPersonalise service: Use AI in how the company finds, serves and keeps each customer. 4% of enterprise mentionsPersonaliseserviceNew products and models: Use AI to create new products, services, markets or ways to earn money. Under 1% of enterprise mentionsNew productsand modelsGovern AI risk: Rules, safety and oversight for AI, including the law. 25% of enterprise mentionsGovernAI riskData and platforms: The data, systems and technology AI runs on: data quality, cloud, models and tools. 41% of enterprise mentionsData andplatformsAI skills: The people and skills to build, use and manage AI. 3% of enterprise mentionsAI skillsTrust and culture: Leadership, culture and alignment behind AI. 5% of enterprise mentionsTrust andculture

Enterprise mentions

Govern AI risk2,661
Protect revenue at risk8

GOVERN

22%

Enterprise questions

MAP

56%

Enterprise questions

MEASURE

29%

Enterprise questions

MANAGE

23%

Enterprise questions

One in five enterprise questions about AI is about governing it, in the sense of the GOVERN function of the NIST AI Risk Management Framework. Questions about a rival, a new entrant or a business model under attack number eight in all our enterprise data. The governance questions look inwards:

how do companies assign accountability for ai systems and agents?
Enterprise teams
why do ai governance programs fail to scale?
Enterprise teams
how to report ai risk to the board best practices
Enterprise teams

Questions about return on investment name governance far less often than chance predicts. When the two meet, enterprise teams ask what governance costs, and rarely what it protects.

We read 21 governance and risk frameworks, from the NIST AI Risk Management Framework to the OWASP Top 10 for large language models. They are built to manage the harm an AI system can do. None has a clause for a rival or a new entrant that replaces your business.

On the map, the governance box draws a quarter of enterprise mentions. The box for revenue at risk draws almost none.

The NIST framework has four functions. GOVERN sets the rules and names the owners. MAP describes the system, its use and its risks. MEASURE tests and tracks those risks. MANAGE acts on them. Each function has numbered clauses, 72 in all.

Figure 4a

Four functions, 72 clauses

The NIST AI Risk Management Framework has four functions. This section is about GOVERN.

Select a function to see what it covers.

GOVERN

Sets the rules and names the owners.

19 clauses

MAP

Describes the system, its use and its risks.

18 clauses

MEASURE

Tests and tracks those risks.

22 clauses

MANAGE

Acts on them.

13 clauses

What GOVERN covers

  • Policy
  • Roles
  • Training
  • Culture
  • Suppliers

What MAP covers

  • Context of use
  • What kind of system it is
  • Benefits and costs
  • Third-party parts
  • Impact on people

What MEASURE covers

  • Methods and metrics
  • Trust tests
  • Tracking over time
  • Feedback on the measures

What MANAGE covers

  • Rank and respond
  • Benefits against harms
  • Third-party risks
  • Response and recovery

Figure 4b shows where enterprise questions land on the 72 clauses: most on context, benefits and the system’s own task. About one enterprise question in two touches MAP (56%), and about one in five touches GOVERN (22%).

Figure 4b

Where enterprise questions land

Where enterprise questions land on the NIST AI Risk Management Framework, clause by clause. Each square is one clause, with a short name. The shade shows the share of enterprise questions, in four steps from under 1% to 5% or more. Hover or tap a square to read the clause in plain words.

GOVERN 22%Sets the rules and names the owners: policy, roles, training, culture and suppliers.

MAP 56%Describes the system: what it is for, where it is used, who it affects and what could go wrong.

MEASURE 29%Tests and tracks the risks: accuracy, safety, security, privacy, fairness and more.

MANAGE 23%Acts on the risks: decide, fix, monitor, switch off and report incidents.

Clause labels
under 1%
1–2%
2–5%
5% or more

GOVERN 22%

MAP 56%

MEASURE 29%

MANAGE 23%

Open question for our next report: when large companies build faster with AI, what holds them back? Review, security or governance?

Signals from the market

The customer’s path gets new stops

Three AI services now stand between a company and its customer. Each one takes a step that used to belong to the company.

Figure 5 · The customer’s path gets new stops

Conversation

The agent prices the conversation.

$2

Salesforce sells its Agentforce agents at $2 per conversation, as read on its pricing page on 11 October 2026. The conversation is the moment a company learns what its customer wants, and the vendor now prices it.

Source: Salesforce · pricing page · read 11 October 2026

Answer

The answer replaces the visit.

68.01%

From January to April 2026, 68.01% of US Google searches ended without a click. The company’s own page gets fewer visits.

Source: SparkToro with Similarweb data, 9 June 2026.

Purchase

The assistant chooses; the merchant still takes the payment.

Inside ChatGPT

In September 2025 OpenAI and Stripe let US buyers pay for Etsy items inside ChatGPT. By March 2026 OpenAI had moved checkout back to the merchant's own site; Walmart said purchases inside the chat converted at a third of its own site's rate. The assistant still does the research and the comparison.

Sources: Stripe newsroom, 29 September 2025 · OpenAI merchant FAQ · Search Engine Land, March 2026

The shift is early.

We found no study yet that shows a company losing customers to these services.

In 2001 Michael Porter wrote: "Many have argued that the Internet renders strategy obsolete. In reality, the opposite is true." Two of his five forces are in play on the customer’s path: a substitute sells the conversation itself, and a new intermediary stands between the company and its customer.

Figure 5b

Two forces in play

Two of Porter’s five forces are in play on the customer’s path.

New entrants

Suppliers

Rivals

New intermediary

An AI assistant stands between you and your customer.

Buyers

Substitutes

A vendor sells the conversation itself.

$2 per conversation

The shift is early. In the Reuters Institute Digital News Report 2026, "only 1% say AI is their main source of news". For retailers, Bain finds AI brings "still less than 1% of total traffic". In Bain’s view, retailers that lose the customer connection "will become little more than a fulfillment pipe".

One enterprise question already looks at the new stop:

what metrics help explain why one brand consistently wins ai recommendations over another?
Enterprise teams

Our forecast · A hypothesis

A view forward: are you automating instead of innovating?

For every question about something new, enterprise teams ask dozens about operations. This is our forecast of what comes next.

In 1994 N. Venkatraman described five levels of IT-enabled change, from local automation to redefining a company’s business scope, and advised each company to "first determine the level at which benefits are in line with the costs", then to move up as competition demands.

In 2018 Erik Brynjolfsson, Daniel Rock and Chad Syverson argued that AI and other general purpose technologies "enable and require significant complementary investments", "including co-invention of new processes, products, business models and human capital". Paul David (1990), Carlota Perez (2002) and Clayton Christensen (1995, 1997) tell the same story.

Nicholas Carr took the other side in 2003: "IT is best viewed (and managed) as a commodity". If he is right about AI, today’s enterprise teams ask the right questions.

Figure 6

Where the weight moves

Then and Next are hypotheses. Now is drawn from the questions.

Where the weight moves
Then: earlier wavesFINANCIAL: What the owners see: cost, revenue and revenue at risk.FinancialCUSTOMER: What customers see: service, trust and new customers.CustomerPROCESS: What the company must do well inside to deliver that.ProcessPEOPLE AND PLATFORMS: What makes the rest possible: data, skills and culture.People and platformsLower cost: Lower operating costs, and get more from assets and capital.Lower costGrow revenue: Sell more to current customers, and earn from new offers or markets.GrowrevenueProtect revenue at risk: Defend income that a rival, a new entrant or an AI answer could take away.Protectrevenueat riskServe customers better: Better products, service and delivery, and offers fitted to each customer.ServecustomersbetterWin new customers: Win more customers, and reach new markets and segments.Win newcustomersStay the chosen supplier: Keep customers' trust: brand, fair treatment, data protection, openness and redress.Stay thechosensupplierAutomate operations: Use AI to run daily work faster and with less effort.AutomateoperationsPersonalise service: Use AI in how the company finds, serves and keeps each customer.PersonaliseserviceNew products and models: Use AI to create new products, services, markets or ways to earn money.Newproductsand modelsGovern AI risk: Rules, safety and oversight for AI, including the law.GovernAI riskData and platforms: The data, systems and technology AI runs on: data quality, cloud, models and tools.Data andplatformsAI skills: The people and skills to build, use and manage AI.AI skillsTrust and culture: Leadership, culture and alignment behind AI.Trust andculture
Hypothesis

Then: earlier waves

Earlier waves started where enterprise teams are today: operations, cost and the data platform.

Now: what enterprise teams askFINANCIAL: What the owners see: cost, revenue and revenue at risk.FinancialCUSTOMER: What customers see: service, trust and new customers.CustomerPROCESS: What the company must do well inside to deliver that.ProcessPEOPLE AND PLATFORMS: What makes the rest possible: data, skills and culture.People and platformsLower cost: Lower operating costs, and get more from assets and capital.Lower costGrow revenue: Sell more to current customers, and earn from new offers or markets.GrowrevenueProtect revenue at risk: Defend income that a rival, a new entrant or an AI answer could take away.Protectrevenueat riskServe customers better: Better products, service and delivery, and offers fitted to each customer.ServecustomersbetterWin new customers: Win more customers, and reach new markets and segments.Win newcustomersStay the chosen supplier: Keep customers' trust: brand, fair treatment, data protection, openness and redress.Stay thechosensupplierAutomate operations: Use AI to run daily work faster and with less effort.AutomateoperationsPersonalise service: Use AI in how the company finds, serves and keeps each customer.PersonaliseserviceNew products and models: Use AI to create new products, services, markets or ways to earn money.Newproductsand modelsGovern AI risk: Rules, safety and oversight for AI, including the law.GovernAI riskData and platforms: The data, systems and technology AI runs on: data quality, cloud, models and tools.Data andplatformsAI skills: The people and skills to build, use and manage AI.AI skillsTrust and culture: Leadership, culture and alignment behind AI.Trust andculture
From the data

Now: what enterprise teams ask

Enterprise teams ask about operations, governance and data. The customer and growth lanes are thin.

Next: our forecastFINANCIAL: What the owners see: cost, revenue and revenue at risk.FinancialCUSTOMER: What customers see: service, trust and new customers.CustomerPROCESS: What the company must do well inside to deliver that.ProcessPEOPLE AND PLATFORMS: What makes the rest possible: data, skills and culture.People and platformsLower cost: Lower operating costs, and get more from assets and capital.Lower costGrow revenue: Sell more to current customers, and earn from new offers or markets.GrowrevenueProtect revenue at risk: Defend income that a rival, a new entrant or an AI answer could take away.Protectrevenueat riskServe customers better: Better products, service and delivery, and offers fitted to each customer.ServecustomersbetterWin new customers: Win more customers, and reach new markets and segments.Win newcustomersStay the chosen supplier: Keep customers' trust: brand, fair treatment, data protection, openness and redress.Stay thechosensupplierAutomate operations: Use AI to run daily work faster and with less effort.AutomateoperationsPersonalise service: Use AI in how the company finds, serves and keeps each customer.PersonaliseserviceNew products and models: Use AI to create new products, services, markets or ways to earn money.Newproductsand modelsGovern AI risk: Rules, safety and oversight for AI, including the law.GovernAI riskData and platforms: The data, systems and technology AI runs on: data quality, cloud, models and tools.Data andplatformsAI skills: The people and skills to build, use and manage AI.AI skillsTrust and culture: Leadership, culture and alignment behind AI.Trust andculture
Hypothesis

Next: our forecast

Attention moves to the customer and to protection: stay the chosen supplier when an agent buys, protect revenue at risk, and build new products and models.

The trigger is the market signal in section 5. In our reading of Christensen’s cases, the threat from new entrants arrived before incumbents asked about it. Teams building AI products already ask what to build in nearly one question in four.

Open question for our next report: how many of the largest companies already do both? They run the business with AI and sell something new with it.

Take it to the team

What to do
on Monday

Two playbooks. Defend the core business that AI is changing. Grow beyond it with what AI makes possible.

Enterprise questions are about running the business, so the first playbook defends it. That is where the blind spot is. But large companies also grow with AI. Their public statements show four kinds of move, and the second playbook follows them.

Monday playbooks

Defend the core

Keep the four layers of the strategy map. Change three things:

  1. Watch the outside.

    Buying agents, answers with no click, AI-native entrants.

  2. Add two objectives.

    Protect revenue at risk. Stay the chosen supplier.

  3. Set a guardrail on each objective.

    A limit the team will not cross.

We found no published version of this design.

Figure 7

The strategy map for AI

An outside-in frame, a place for revenue at risk, and a governance lane that points upwards.

Buying agentsAnswers with no clickAI-native entrants
The strategy mapFinancial, Customer, Process, and People and platforms. Arrows lead from capabilities to outcomes.FINANCIAL: What the owners see: cost, revenue and revenue at risk.FINANCIALCUSTOMER: What customers see: service, trust and new customers.CUSTOMERPROCESS: What the company must do well inside to deliver that.PROCESSPEOPLE AND PLATFORMS: What makes the rest possible: data, skills and culture.PEOPLE ANDPLATFORMSLower cost: Lower operating costs, and get more from assets and capital.LowercostGrow revenue: Sell more to current customers, and earn from new offers or markets.GrowrevenueProtect revenue at risk: Defend income that a rival, a new entrant or an AI answer could take away.Protectrevenueat riskServe customers better: Better products, service and delivery, and offers fitted to each customer.ServecustomersbetterWin new customers: Win more customers, and reach new markets and segments.Win newcustomersStay the chosen supplier: Keep customers' trust: brand, fair treatment, data protection, openness and redress.Stay thechosensupplierAutomate operations: Use AI to run daily work faster and with less effort.AutomateoperationsPersonalise service: Use AI in how the company finds, serves and keeps each customer.PersonaliseserviceNew products and models: Use AI to create new products, services, markets or ways to earn money.New productsand modelsGovern AI risk: Rules, safety and oversight for AI, including the law.GovernAI riskData and platforms: The data, systems and technology AI runs on: data quality, cloud, models and tools.Data andplatformsAI skills: The people and skills to build, use and manage AI.AI skillsTrust and culture: Leadership, culture and alignment behind AI.Trust andculture

Objectives

Key results and guardrails · Examples

Lower the cost to serve

Key result
Cost per resolved case falls by a set amount
Guardrail
Customer satisfaction does not drop

Stay the chosen supplier when an agent buys

Key result
The share of orders that arrive through AI agents is measured and rising
Guardrail
Margin per agent order stays at or above the direct channel

Protect revenue at risk

Key result
Revenue exposed to answers with no click is measured each quarter
Guardrail
No unplanned loss above an agreed limit

Use AI safely, and show it

Key result
Every high-risk system has an EU AI Act file
Guardrail
No serious incident

Four actions for a leadership team:

  • If most initiatives sit on one line from operations to cost, you have the enterprise map in figure 2.

  • If the team cannot name one, ask a team that builds AI products.

  • List each customer journey in figure 5 that now passes through an assistant, an answer page or an agent checkout.

  • Write the customer promise each control protects. Today enterprise teams link governance and return on investment far less often than chance would predict.

Grow beyond it

We are reading what the world’s largest companies say in public about AI. The early reading shows four kinds of move:

  1. Launch an AI product under its own name.

    Roche sells Accu-Chek SmartGuide, "the first AI-enabled CGM system that can predict glucose levels up to two hours ahead".

    Roche · 29 January 2026

  2. Sell where agents buy.

    Bankinter "has completed its first transaction initiated by an artificial intelligence agent on behalf of a customer, in collaboration with Visa". IHG is in Google’s pilot that lets guests book hotels inside Google’s AI Mode.

    Bankinter · 2 July 2026
    IHG · 11 August 2026

  3. Charge for the result.

    With John Deere’s guarantee, farmers "pay for See & Spray, via a per acre fee, when the technology delivers measurable savings".

    John Deere · High Plains Journal · 12 November 2025

  4. Sell what you built for yourself.

    KASIKORNBANK sells its AI tools to other businesses, with "more than 20 business partners adopting these services".

    KASIKORNBANK · Annual report 2025

Figure 8

The strategy map for growth

AI skills lead to new products and models. New products win new customers, and new customers grow revenue.

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The strategy mapFinancial, Customer, Process, and People and platforms. Arrows lead from capabilities to outcomes.FINANCIAL: What the owners see: cost, revenue and revenue at risk.FINANCIALCUSTOMER: What customers see: service, trust and new customers.CUSTOMERPROCESS: What the company must do well inside to deliver that.PROCESSPEOPLE AND PLATFORMS: What makes the rest possible: data, skills and culture.PEOPLE ANDPLATFORMSLower cost: Lower operating costs, and get more from assets and capital.LowercostGrow revenue: Sell more to current customers, and earn from new offers or markets.GrowrevenueProtect revenue at risk: Defend income that a rival, a new entrant or an AI answer could take away.Protectrevenueat riskServe customers better: Better products, service and delivery, and offers fitted to each customer.ServecustomersbetterWin new customers: Win more customers, and reach new markets and segments.Win newcustomersStay the chosen supplier: Keep customers' trust: brand, fair treatment, data protection, openness and redress.Stay thechosensupplierAutomate operations: Use AI to run daily work faster and with less effort.AutomateoperationsPersonalise service: Use AI in how the company finds, serves and keeps each customer.PersonaliseserviceNew products and models: Use AI to create new products, services, markets or ways to earn money.New productsand modelsGovern AI risk: Rules, safety and oversight for AI, including the law.GovernAI riskData and platforms: The data, systems and technology AI runs on: data quality, cloud, models and tools.Data andplatformsAI skills: The people and skills to build, use and manage AI.AI skillsTrust and culture: Leadership, culture and alignment behind AI.Trust andculture

Objectives

Key results and guardrails · Examples

Launch an AI product under its own name

Key result
Revenue from AI products is reported on its own line
Guardrail
The product passes the same risk controls as the core

Charge for the result

Key result
One offer is priced per outcome or per use
Guardrail
Customers can predict their bill

Sell what you built for yourself

Key result
One internal AI tool has a paying outside customer
Guardrail
Each client’s data stays separate from yours

Four actions for a leadership team:

  • Ask which one another company would pay for.

  • Test it with the assistants your customers use.

  • Start where the result is easy to measure.

  • Then decide whether to build it first.

Open question for our next report: how common is each move among the largest companies, and which ones are live with customers?

Method and limits

How we read the questions

A record of questions, with a contrast set. Descriptive shares and ratios; no test verdict for the contrast.

How we read the questions

Enterprise teams

11,337

Questions typed into our site, which publishes research on enterprise AI, March to August 2026.

Teams building AI products

7,871

Questions about AI asked in a public forum, 2023 to 2026.

Large companies

240

Public statements about AI by companies in the Forbes Global 2000, 2026 edition. Technology and internet companies are left out. Section 7 draws on them.

01

Three sources

Enterprise teams type questions into our site. Teams building AI products ask each other on Hacker News. Large companies speak about AI in public statements.

02

Placed on the map

Each question lands on the strategy map boxes it is about. One question can light several.

03

Rules set first

We wrote each rule before we saw any result.

04

Result

Each rule ran once. Where we revised a rule, we show both results.

The four layers of the balanced scorecard strategy map, with 28 objectives. A question can sit on several objectives. 7,471 enterprise questions and 5,183 questions from teams building AI products sit on at least one. Kaplan and Norton call the people and platforms perspective learning and growth.

A record of questions; a company’s strategy is more than its searches. Section 8 sets out the limits.

Limits

Who we see.

Questions on our own site, March to August 2026, shaped by the pages we publish. A question is one person’s search.

The contrast set.

The questions from teams building AI products are Ask HN posts on Hacker News that mention AI: a contrast set, never a sample of companies.

The coder.

One coder, a language model, placed every question from both sources on the map. A question counts on an objective only when the match is clear. We checked the coder on too few questions about new products and threats to rate it there.

No significance test for the contrast.

The tests we set in advance were stopped by their own checks. We report shares and ratios, and claim no test result.

One run.

Each rule ran once. We revised the rule for operations and new products after its first result. We show both results and read the revised one as an early signal.

The forecast.

Section 6 and figure 6 are our hypothesis; only the middle map comes from the data. Six months cannot show a strategy changing.

The pairs.

Both sides of each pair in section 3 are quoted as asked; the pairing by subject is ours. That the team building AI products may sell to the enterprise team’s customers or rivals is our reading of three examples.

The frameworks.

We read 21 governance and risk frameworks, the paywalled ISO texts from public summaries. Our library omits enterprise risk frameworks such as COSO ERM (2017) and ISO 31000, which give business context a place.

Outside numbers.

Each figure in section 5 was read on the publisher’s own page on the date given.

The company examples.

The four moves in section 7 come from an early reading of public company statements. We show the kinds of move, not how common they are. The company report will test that.

09 · Sources

Sources

Our data

  • Enterprise teams: 11,337 questions typed into the search on our site, March to August 2026.
  • Teams building AI products: 7,871 Ask HN posts on Hacker News that mention AI, 2023 to 2026.
  • Large companies: public statements about AI by 240 companies in the Forbes Global 2000, 2026 edition. Technology and internet companies are left out.
  • Shares in section 2 count mentions on the map. One question can make several mentions.

Frameworks

Market signals

Company statements

Strategy and history