The other side of the AI boom

What Dimon is worried about, the escalating US-China chip war, and Sora's signal of faster disruption.

Hi, your strategic AI update is here.

Jamie Dimon urges caution on the AI investment boom, China's Nvidia crackdown escalates the global chip war, and a $2B DeepMind spinout opens a new front in the race for dominance. It all exposes the "GenAI Divide," where only one in four enterprise AI initiatives is achieving its expected ROI despite soaring adoption.

"Innovation is the ability to see what is and improve it, regardless of whether it is incremental or radical."

— Norman Wolfe, Author of The Living Organization

In today's lineup:

Robots

  • The GenAI divide widens for enterprises

  • Real ROI from Gen AI

  • AI analytics showdown: n8n or Zapier? 

People 

  • Apoorv Bhargava on the EV power challenge

Love

  • How to turn AI pilots into payoffs

  • Transformative Reads: The Innovator's Dilemma

ROBOTS 🤖

How are robotics and AI changing industries? We break down the latest news, tools, and innovations for you.

Top Insights

The GenAI divide widens for enterprises

“The steep drop from pilots to production for task-specific GenAI tools reveals the GenAI divide.”

While AI adoption has doubled in the last two years, with 40% of employees now using it at work, a stark "GenAI Divide" is emerging. A 2025 ISG report reveals that despite rapid integration, only one in four AI initiatives is achieving its expected ROI, as businesses struggle to move from widespread use to measurable value creation.

This performance gap highlights the difference between simply deploying tools and fundamentally rewiring operations for an AI-native future.

What leaders can do now:

  • Shift focus from adoption metrics to value realization by tying AI initiatives directly to core business KPIs.

  • Move beyond isolated use cases to orchestrate complex, cross-functional AI workflows.

  • Invest in deep skills training that goes beyond basic prompt engineering to strategic AI application.

  • Prioritize data infrastructure and governance to ensure AI models are fed high-quality, reliable information.

Real ROI from Gen AI

How human-centric AI delivers business results

Tool Spotlight

Your weekly briefing on tools that create competitive leverage

n8n or Zapier? Here's your workflow automation guide

n8n 

Best for: Technical teams and enterprises needing a flexible, source-available platform for complex, custom workflow automation and data integration. Choose if you:

  • Need to self-host for enhanced data security and control.

  • Require powerful, node-based logic for multi-step, conditional workflows.

  • Prioritize developer-friendly features and extensibility. 

P.S. Just this week, n8n announced a $180 million Series C funding round, signaling major investment in its product roadmap and community support. This solidifies its position as a key enterprise player in the automation space. 

Best for: Business teams seeking a simple, no-code way to connect thousands of apps and automate routine tasks quickly. Choose if you:

  • Need the largest library of pre-built app integrations available.

  • Prioritize ease of use and rapid setup for non-technical users.

  • Want a fully managed, cloud-based solution for straightforward automations. 

3 more automation platforms to explore...

  • Make offers a powerful visual canvas for designing intricate, multi-step automations.

  • Workato automates complex business processes across enterprise apps and APIs.

  • Microsoft Power Automate deeply integrates with Microsoft 365 and Azure for enterprise automation.

Together with Wonder Tools

Discover tools that simplify your life

Join 80,000+ readers who rely on Wonder Tools, a free weekly newsletter by a former Time Magazine reporter. Every concise issue introduces you to practical AI, productivity, and creativity apps and sites, saving you hours of trial and error.

A prominent reader posted publicly: “One of the most useful weekly newsletters I get.”

👉 Subscribe for free or upgrade for special perks—including a bundle of free pro AI & other premium tool subscriptions.

PEOPLE 👥

Meet the innovators turning bold ideas into real-world impact.

Transformation Champion

Apoorv Bhargava future-proofs power grids for the EV revolution

The WeaveGrid CEO and co-founder transforms electric vehicles into smart energy resources by bridging the critical trust gap between automakers and utilities. His AI software platform intelligently manages EV charging, syncing it with times of low grid demand to prevent blackouts. This approach has attracted strategic investments from automotive giants like Toyota and Hyundai, validating his role as an essential enablement platform for a stable, efficient, and green energy transition without costly infrastructure overhauls.

Bhargava says, "A big part of why we chose to bring on OEM partners is because we believe that the utility industry needs to collaborate more closely with the automotive industry. It’s not going to happen naturally."

LOVE ❤️

Practical wisdom, growth tactics, and a must-read book that will challenge the way you think.

How to turn AI pilots into payoffs

Impressive AI pilots often die after the demo, celebrated in the boardroom but never delivering real-world value. To avoid this innovation theater, treat a successful pilot as the starting point for true integration.

Here’s how to scale your wins:

  1. Start with a real problem, not a cool tool.

  2. Build for integration, not isolation.

  3. Design for your people, not just the technology.

I break down the full framework in my latest article.

Transformative Reads

One book, handpicked from my conversations with friends, industry leaders, and tech innovators:

Rubicon by Tom Holland is a masterful historical narrative that demonstrates how power, ambition, and calculated risk-taking create irreversible moments of transformation, offering timeless insights into leadership, political strategy, and the delicate balance between order and chaos.

Perfect for: Political leaders, executives, historians, and strategists seeking to understand how pivotal decisions shape the course of empires and organizations.

In Culture

Here's something to laugh about this week.

THANK YOU!

Lighthouse takes us many hours to create, and we don’t run ads or charge anything. We are dedicated to making it the best AI transformation newsletter possible.

We just ask for one thing: tell one friend about Lighthouse today!

Want daily AI & Innovation insights?  Connect with me on LinkedIn.

Got suggestions? Just reply to this email!

Much Love,
Matt and the Future Works team

Reply

or to participate.