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To drive AI transformation at Dell, Michael Dell used a powerful thought experiment. He challenged his team to imagine a new competitor, built from the ground up with AI, that would put them out of business in five years. Their new mission: become that faster, more innovative company before someone else does.
To drive portfolio-wide AI adoption, THL facilitates cross-pollination of ideas between companies in different verticals (e.g., healthcare and tech). It also frames initiatives as gamified 'challenges' rather than top-down directives to foster innovation, secure buy-in, and better navigate change management.
The most successful organizations will view AI not as a tool for cost-cutting (doing the same with less) but as an expansionary technology. This mindset focuses on using AI to create new products, enter new markets, and dramatically increase scope, rather than just incremental efficiency gains.
The true challenge of AI for many businesses isn't mastering the technology. It's shifting the entire organization from a predictable "delivery" mindset to an "innovation" one that is capable of managing rapid experimentation and uncertainty—a muscle many established companies haven't yet built.
Using AI for incremental efficiency gains (10% thinking) is becoming table stakes. True competitive advantage lies in 10X thinking: using AI to fundamentally reimagine your business model, services, and market approach. Companies that only optimize will be outmaneuvered by those that transform.
According to Michael Dell, technology for AI transformation is available. The real bottleneck for large enterprises is a lack of leadership courage and a resistant culture. Incumbent processes and incentive structures, like bonuses tied to maintaining the status quo, prevent companies from making necessary bold changes.
Competing in the AI era requires a fundamental cultural shift towards experimentation and scientific rigor. According to Intercom's CEO, older companies can't just decide to build an AI feature; they need a complete operational reset to match the speed and learning cycles of AI-native disruptors.
To transform a product organization, first provide universal access to AI tools. Second, support teams with training and 'builder days' led by internal champions. Finally, embed AI proficiency into career ladders to create lasting incentives and institutionalize the change.
The business race isn't about humans versus AI, but about your company versus competitors who integrate AI more quickly and effectively. The sustainable competitive advantage comes from shrinking the cycle time from a new AI breakthrough to its implementation within your business processes and culture.
To combat complacency, Dell manufactures a crisis. He instructs his company to imagine a new, faster, more efficient competitor will put them out of business in five years. Their only path to survival is to proactively become that company first.
The most successful companies are those that fundamentally re-architect their culture and workflows around AI. This goes beyond implementing tools; it involves a top-down mandate to prepare the entire organization for future, more powerful AI, as exemplified by AppLovin's aggressive adoption strategy.