Pete and Andy argue that the AI we already have is more than powerful enough to transform businesses today—if leaders are willing to rethink their operations from the ground up.

Drawing parallels to the mechanization of agriculture, they suggest knowledge work is on the brink of similar upheaval, where cost structures can be radically compressed by decomposing tasks and deploying specialized agents today, and not by waiting for bigger, smarter models in the future.

Pete and Andy explore how AI will transform business processes through "The Intelligent Assembly Line" - breaking down complex knowledge work into smaller, automatable components.

This episode examines how AI is shifting business processes from human-centered to human-at-the-edge, and having a similar impact as Henry Ford's assembly line.

Pete and Andy examine whether to build new AI-native businesses or acquire and transform existing ones in the era of artificial intelligence.

This episode unpacks how industry characteristics, switching costs, trust requirements, and capital needs determine the optimal strategy for leveraging artificial intelligence in your business.

Andy and Pete dive into their 'Value Trap', a visual framework to explain how AI will transform industries and their approach to escape the value trap. 

They also discuss capital allocation strategies for the AI transition and the characteristics of businesses that fare better through this transition. 

The inaugural episode explores how AI will transform business models, where value will flow, and strategic approaches for businesses adapting to this new paradigm. Pete and Andy discuss the value shift, discussing that value from AI won't primarily accrue to companies like OpenAI but to traditional service businesses that use AI to transform their operations.