Show Notes
Most organisations are still treating AI as a chatbot or productivity layer. In this episode, Andrew Gaule and Josh Lawman discuss why that mindset is too limited, and what leaders should do instead. They explore where companies are under leveraging AI, why expert heuristics still matter, how to make organisations more legible to AI, and what practical implementation looks like in financial analysis, bookings, customer interaction, and investment workflows.
Chapters 00:00 Introduction 02:12 Where organisations really are with AI 06:02 Why Copilot is not enough 07:04 Financial analysis and expert heuristics 12:17 Bookings, missed calls, and AI in operations 17:31 Education, leadership, and implementation 19:15 AI for investment screening and support 24:27 Agents talking to agents 33:19 AI hype versus the dot com era 39:40 Oxtech Week and closing thoughts
If you are leading AI strategy or implementation, share the one workflow in your organisation that should be redesigned first.
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