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Investors wiped nearly $900bn off Big Tech's value over AI spending. Cisco handed one engineer unlimited AI tokens, and MS Amlin put AI on contract reviews but left the call with underwriters. Your board will ask about your AI bill next. I'd pick one agent workflow and work out what a finished task costs. Deloitte found only 44% of companies track that unit cost.
Innovation Snapshot
"Beware of little expenses; a small leak will sink a great ship."
— Benjamin Franklin, author of The Way to Wealth
In today's lineup
Robots
Find the unit economics under your AI bill
Real ROI from Gen AI
Workflows that run the same way every time
People
Ramnandan Krishnamurthy teaches finance agents from past closes
Love
Rate every agent idea on four criteria
Simple Rules by Donald Sull and Kathleen Eisenhardt
Reading time: 3 min.
ROBOTS 🤖
How are robotics and AI changing industries? We break down the latest news, tools, and innovations for you.
Top Insights
Big Tech sheds nearly $900bn on AI spending, so expect harder questions on your own AI budget.
Cisco gives unlimited AI tokens to rewrite legacy code, a bet that needs a named cost owner.
MS Amlin uses AI to halve reinsurance wording reviews, leaving the coverage call with underwriters.
Americans expect AI to grow the economy, not jobs, so bring frontline teams in before agents arrive.
Panasonic lifts profit forecast 20% on AI demand, as suppliers bank AI gains buyers can't yet measure.
Find the unit economics under your AI bill
In Deloitte's new State of AI in the Enterprise survey of 3,500 senior leaders, 71% of companies track their total AI spend, but only 44% track the unit cost: the price of a single call, which shows what one task or workflow costs to run.

With agents, that gap gets expensive, because long reasoning chains, retries and agents calling other agents can multiply the compute behind a single business task, the report notes, and the AI can quietly end up costing more than the manual work it was meant to save.
Pick one agent workflow and trace what each finished task costs, step by step. Fixed steps, like matching an invoice to its purchase order, can often run for far less on the automation you already own, which is one reason Forrester expects enterprises to move 20% of agentic workflows back to plain rules in 2027. Then give each workload a named owner for its cost, as Deloitte recommends, and agree the number with Finance.
The leadership pulse
Do you know what one AI task costs you?
Real ROI from Gen AI
How human-centric AI delivers business results

Saint-Gobain scientists direct AI agents on Microsoft Discovery through 62,000 patents on low-carbon cement, building in hours a knowledge base that would have taken a year, then test the candidates in the lab.
Inside Barclays, Anthropic's Claude classifies and routes about 120,000 incoming emails a day, so operations colleagues know where to start and decide what happens next.
Property Finder checks tens of thousands of listing photos a day with Meta's open Llama 4 model on Amazon Bedrock, at an estimated 86% lower cost per image, scored against labels an in-house analyst set by hand.
Tool Spotlight
Your weekly briefing on tools that create competitive leverage
Workflows that run the same way every time
Duvo maps how a process such as supplier bonus reconciliation works today, then carries out the version your team approves inside the systems you already have, sending exceptions to the person who owns them. It raised a $32M Series A two weeks ago, and the AI underneath can be swapped without rebuilding the process. At retailer Notino, quarterly bonus reconciliation went from 70 days to 15. Best for COOs who want a whole process automated while its owner keeps sign-off on changes.

Kestra is open-source software for fixed, repeatable workflows, written as code your IT team can review. An AI agent becomes one step inside the flow, with guardrails on what goes in and what comes out. Its 2.0 release governs agents and plain workflows side by side. Built for Chief AI Officers whose agents must run inside processes IT controls.
Also worth a look
Orkes is built on Conductor, the open-source workflow engine Netflix created, and logs every run so you can trace what happened.
For customer-facing assistants, Rasa lets the model lead the conversation and adds fixed steps where you need them.
DecisionRules has an AI model read messy input, then plain decision tables make the call.
PEOPLE 👥
Meet the innovators turning bold ideas into real-world impact.
Transformation Champion
Ramnandan Krishnamurthy teaches finance agents from past closes

Online auction platform HiBid used to spend three weeks on its month-end close. After automating order-to-cash with Hyphenate, it takes one day. Ramnandan Krishnamurthy co-founded Hyphenate, which raised a $45M Series A this week, to run finance agents on top of a company's existing ERP and banking systems. The agents learn from past spreadsheets, emails and closes, and each resolved exception becomes a precedent for the next close, so the team's past decisions carry forward.
LOVE ❤️
Practical wisdom, growth tactics, and a must-read book that will challenge the way you think.
Rate every agent idea on four criteria
When teams decide which workflow goes to an agent next, many reach for a scorecard with five to ten criteria, each rated 1 to 10. Use four criteria, rated 1 to 4. Four covers what matters without the over-analysis, and the short scale reminds everyone these are rough opinions rather than hard data. For agent ideas, I'd put confidence on the list: how sure you are that every step holds up once it runs daily.

Pick four criteria tied to your goals, and confirm them before the meeting.
Score confidence on the whole workflow, counting every step.
Average the four ratings into one score, then discuss before you choose.
The LEAP Guide walks through a full rating session, and the templates are free on the site.
Transformative Reads
One book, handpicked from my conversations with friends, industry leaders, and tech innovators:

Donald Sull and Kathleen Eisenhardt looked at how people handle complex problems, from the Federal Reserve to Tina Fey's 30 Rock. In Simple Rules, they argue that a handful of rules of thumb, aimed at the bottleneck that matters most, often works better than long, detailed procedures. It makes a good companion for the week you decide which workflow steps run on rules and which need a person.
In Culture

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