"Doubt is not a pleasant condition, but certainty is absurd." — Voltaire
Voltaire nailed something every business leader knows instinctively: if you wait for certainty, you’re waiting for an illusion. In business, certainty is just another word for “too late”—the point where opportunity has been claimed by those who acted when things were still unclear.
Here’s a truth about AI few say aloud: if implementation came with guaranteed returns and foolproof playbooks, every company would already be doing it successfully. The debate, the hype, the uncertainty? That’s not a warning sign. It’s a signal that the opportunity is still open.
The Certainty Paradox
Today, many leadership teams are caught in endless AI strategy meetings, pilot debates, and “let’s wait and see” deferrals. Strip away the corporate language, and it’s simply: “We want the upside without the uncertainty.”
That has never existed. Profit lives in the gap between uncertainty and action. If something were guaranteed to work, the opportunity would already be gone.
Your Odds Don’t Improve from the Sidelines
From our work at scale, the winners aren’t those who had better information initially. They’re the ones who’ve been in the arena long enough to learn what actually works. You cannot A/B test transformation from a conference room—you improve your odds by experimenting, failing, learning, and iterating.
Every month spent implementing—even failed experiments—compounds your advantage. Projects that go into the red teach you what competitors don’t know. Real transformation comes from tackling what others avoid.
We’re 33 Months In
Nearly three years have passed since the ChatGPT moment that changed everything. Yet the “hype cycle” resets the clock with each new model release. Organizations that committed early aren’t just ahead—they’re in a different universe. They have:
-
Institutional knowledge you can’t buy
-
Data pipelines you can’t spin up overnight
-
Change management muscles you can’t build in a quarter
-
Cultural adaptation that can’t be copied
Their certainty didn’t come first. It came from doing.
The Real Competitive Threat
While some debate hype, others are building compounding advantages. The gap isn’t narrowing—it’s exponential. Companies that acted when things were uncertain now have far better odds—not because they were smarter, but because they’ve been learning while others planned.
The Drawing Board Can Become a Prison
Endless discussions about use cases, vendor selection, committees, and pilots that never scale—all of it can feel productive. But it’s often intellectual cover for inaction. Perpetual caution is the riskiest position in a fast-moving environment.
What We See at Scale
The companies crushing it with AI aren’t those who avoided doubt. They subordinated doubt to momentum. They moved and they’re still moving. And the result is they stay further ahead of those still on the drawing board.
Looking Ahead
The real edge comes from moving when others hesitate, learning what can’t be taught, and building momentum that compounds every day. The window is still open. The only question is: who will act before it closes?