AI is advancing rapidly, but its surrounding technological, industrial, and institutional architecture remains unsettled ' meaning it has not yet been fully 'platformed.' Until it is, most companies risk building on unstable ground. To navigate this, organizations should learn faster than they commit, build assets that survive architectural change, invest in complements rather than raw AI capability, and develop organizational capabilities that no shared model can replace. By the ordinary measures of any new technology, the current wave of generative AI has moved fast. By some estimates, about 2.4 billion people worldwide use generative AI platforms each month, and coding agents have changed how software is written. Efforts to commercialize the technology have scaled just as fast. AI coding platform Cursor reportedly passed a $2 billion revenue run rate by early 2026, and, as of April 2026, Perplexity was reported to have more than 100 million monthly users across its products by...
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