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The AI Balance Sheet Liability Most AI investments are currently tracked as innovation assets, but without structural "plumbing," they rapidly become balance sheet liabilities. This briefing addresses why 90% of agentic projects failed in 2025 and how to move from "paving over potholes" to rebuilding the road for an AI-native world.

The Process-First Architecture To ensure an intelligence layer is defensible, fiduciaries must apply three non-negotiable filters:

Redesign over Automation: Fixing the workflow before the tool.
Inference Economics: Comparing daily run rates to initial deployment costs.
Data Integrity: Ensuring data is normalized and represents a single source of truth.

Even a perfect process fails if the board remains skeptical of the ROI numbers.
Watch the deep dive on why AI ROI is fake: https://youtu.be/jpILq7Pg5uc

Next Briefing: Disaster Recovery (DR) in the realm of ROI.


0:00 – The AI Balance Sheet Liability


0:53 – Authority Flash: 18 Years as a Global CIO


1:22 – Why Automation Fails on Top of Chaos


2:05 – The Process-First Architecture Framework


2:48 – Data Integrity: The Governance Mandate


3:50 – What "Normalized Data" Means for Leadership


4:46 – Making the Intelligence Layer Defensible


5:44 – Chaining the Chain: Why AI ROI is Fake

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Most leadership teams are told that if they don’t invest millions in AI immediately, they will be left behind. But for many organizations, "AI" is currently nothing more than a marketing term—a "Google search on steroids" wrapped in urgency.

In this briefing, I break down the collision between technical reality and financial accountability. I explain why over 90% of AI initiatives fail to reach sustained production and provide the exact two-question decision filter that can save your organization hundreds of thousands in undisciplined spend.

What this briefing delivers:

The Authority Arc: Why leadership intelligence requires more than just technical hype.

Category Confusion: Defining LLMs vs. Agentic AI in boardroom terms.

The Trillion-Dollar Failure: A look at the 2025 data showing why trillions in spend are failing.

The Interrogation: The specific follow-up questions to ask your CIO to expose undisciplined thinking.

Fiduciary Discipline: How to let strategy lead technology to restore financial leverage.

Featured Resource:
For a deeper dive into these frameworks, my book "AI Clarity: A Straightforward Guide for Business Leaders" is available on Amazon (Link Below). It provides the full interrogation scripts for LLMs, AI agents, and agentic systems.

Next in the Series: Stay tuned for the next briefing on Disaster Recovery (BCP), where we reveal why most organizations are not nearly as protected as they believe.

0:00 Why AI Assumptions are Wrong
1:30 The Authority Arc: From Helpdesk to Global CIO
3:45 Defining Artificial Intelligence in the Boardroom
5:10 What AI Actually Is: LLMs vs. Agents
6:30 The "Marketing Term" Trap: A Monitoring Case Study
8:15 The Gemini Ad and the Inevitability Narrative
9:25 The Trillion-Dollar Failure: Why AI Data Matters
10:45 The Truth About AI Job Losses
12:20 The Two-Question Decision Filter
14:00 The Interrogation: How to Challenge AI Proposals
15:05 AI Clarity: Mental Models for Executives
16:15 How Strategy Leads Technology
17:35 Next Briefing: The Disaster Recovery Gap

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Boards do not approve confidence. They approve understanding.

This briefing explains why confident executives lose authority in the boardroom, and what directors are actually testing when they push back on proposals.

Using a real CFO case and a one-slide decision framework, this video shows how boards evaluate risk, downside ownership, and financial consequences before approving major technology and capital decisions.

This is for CEOs, CFOs, and COOs who are responsible for the decision, the risk, and the explanation.