Innovation Snapshot

“Innovation is less an act of intellect than an act of will.”

— Joseph Schumpeter, Former Finance Minister of German-Austria

In today's lineup:

Robots

• What ARK knows about AI (and you don't)

• 3 inspiring Gen AI use-cases

• Is Deep Research worth the hype?

People

• What made Christensen a legend

• A conversation on AI development

Love

• Agile mindset beats methodology

• Book rec: Trillion Dollar Coach

Reading time: 5 min.

Top Bites ⚡

• Researchers trained an OpenAI rival in half an hour for less than $50

• Microsoft’s AI boss just raided Google.

• Gemini 2.0 is now available to everyone

• Musk allies discuss deploying AI to find budget savings

• EU pushes ahead with enforcing AI Act despite Donald Trump warnings

• Four Chinese AI startups to watch beyond DeepSeek

What the hidden AI surge means for your 2025 strategy

The latest ARK Invest report reveals a massive acceleration in AI that's about to transform how we operate. The impact? Far bigger than most leaders realize.

The real deal by the numbers

• AI performance set to improve 1000x by 2030

• $1.1 trillion in AI-mediated ad revenue expected

• GDP growth could jump from 3.1% to 7.3% by 2030

Your immediate opportunities

• Transportation costs dropping 88% through automation

• Digital wallets capturing 72% of e-commerce

• Energy demands hitting unprecedented levels for AI infrastructure

Three actions forward-thinking leaders are taking

1. Restructuring operations for AI integration (costs dropping 4x)

2. Preparing infrastructure for massive compute demands

3. Repositioning for autonomous systems adoption

This acceleration is inevitable. It's no longer a question of adapting, but how quickly you can position your organization to capitalize on it.

Gen AI in Action 🌊

Three AI solutions making industry impacts today:

• Ingrid Capacity leverages AI to forecast energy markets and optimize battery storage investments.

• Mercado Libre uses AI for logistics and demand forecasting, cutting supply chain inefficiencies and reducing emissions.

• Syte employs AI to deliver real-time property data, uncovering redevelopment opportunities.

Got a minute to make Lighthouse better?

We'd love to know what you think. Just 2 quick questions to help us deliver exactly what you need. Got more ideas? Share them here.

Tool Spotlight 🔧

OpenAI's Deep Research, your dedicated research partner

Need complex analysis done in minutes instead of hours?

It changes how you make decisions by...

• Turning hours of research into 30-minute insights

• Analyzing everything from PDFs to complex graphs

• Delivering expert-level reports with full citations

But it has some limitations:

• Occasional hallucinations in citations

• Requires patience with multiple questions

• 100 queries/month limit (Pro), 10 for Plus users

Available now for ChatGPT Pro users ($20/month), VPN needed for EU users.

Try it!

Transformation Champion 🏆

The Innovator's Dilemma visionary who changed business forever

I recently revisited Christensen's work, and one quote from him hit differently now. "Success is the biggest impediment to innovation." The very things making you successful today could blind you to tomorrow's disruption.

I figured leaders shouldn't just watch their competitors. They must also take notice of startups solving problems they think are too small to matter. That's where disruption begins. While industry giants optimize existing products, somewhere a startup is reimagining the entire game.

Learn more about Clayton Christensen's legacy.

A conversation on AI development

Joined Roko's Basilisk podcast with Apple's AIML lead Graham and Pangeon's founder Bach to chat about my book, Deep Seek's breakthrough, and where this whole AI revolution is headed. Check it out if you want the real talk about AI's future.👇

LEAP Forward 🐸

Why the agile mindset isn't just another methodology

While everyone talks about Agile methodologies, those winning the market understand something deeper—the Agile Mindset.

Three core practices of the agile mind

1. Embracing complexity - solutions emerge through adaptation

2. Trusting your people - innovation flows from psychological safety

3. Staying proactive - constant improvement beats perfect planning

Start small but start now: Begin by mapping challenges with the Cynefin framework, creating safe spaces for experimentation, and embedding feedback loops across your processes.

The Innovation Bookshelf 📚

One book, handpicked from my conversations with friends, industry leaders, and tech innovators. Here's a pick about leadership:

A masterclass in Silicon Valley's best-kept secret: the legendary coach behind tech's greatest leaders, from Steve Jobs to Larry Page.

Wisdom nuggets:

• Great leaders prioritize relationships over processes

• Listening, empathy, and honest feedback create high-performing teams.

• The best coaches create environments where people can be authentic

Perfect for: Leaders ready to transform their impact through people-first leadership and meaningful coaching.

In Culture 🤌

THANK YOU!