NVIDIA’s CUDA: The Winning Strategy for AI and Computing Innovation

This pilot audio edition explores the argument behind The Impact of AI’s Rising Costs: What It Means for Innovation and Strategy. The discussion examines how the growing cost of training frontier AI models is reshaping competition and concentrating development among a small number of well-funded organisations. It considers the constraints driving these costs, including computing infrastructure, energy, chip availability, data and latency. It also explores the opportunities available to smalle...

This pilot audio edition explores the argument behind AI Agents: A Practical Component in Shaping Enterprise AI Strategies. The discussion examines how AI agents extend large language models beyond generating insights to executing tasks, coordinating workflows and interacting with real-time systems. It considers their potential to deliver measurable value through targeted automation, natural-language interfaces and modular deployment. It also explores the practical challenges of enterprise ad...

This pilot audio edition explores the argument behind Your Strategy Has No Competitors. The discussion examines a common weakness in strategic planning. Organisations describe their own actions in detail while treating competitors as if they will remain still. Products launch, customers adopt, revenue grows and market share increases, but the companies that lose customers, margins or influence are rarely given a strategy of their own. It considers why this happens through the concepts of the ...

This pilot audio edition explores the argument behind No, You Can’t Budget Your Way to a Strategy. The discussion examines why revenue, margin and cost targets do not constitute a strategy. Budgets and financial models can express ambition, test affordability and expose unrealistic assumptions. They cannot explain why customers will buy, what is preventing better performance or which capabilities the business must develop. It explores strategy as a form of problem solving. This begins with fr...

This pilot audio edition explores the argument behind If You Were Founding Your Business Today, Would You Build It the Same Way? The discussion examines how AI is changing the economics of building companies and products. Software can be developed and tested faster, while teams across marketing, analysis, support and other functions can experiment and create value with fewer traditional constraints. It asks whether established businesses would choose the same products, structures, processes a...