You can with AI. The AI reckoning
20 snips
Mar 31, 2026 
Rob Fisher, KPMG advisory leader on enterprise strategy and risk. Steve Chase, KPMG head of AI and digital innovation. They unpack the new AI S-curve and why experimentation must become transformation. They discuss agentic capabilities, organizational friction, trust and governance, and how leaders must invest in people, tooling, and controls to keep up.
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AI Has Hit A New S-Curve
- AI has entered a new S-curve where model and harness improvements unlocked broad agentic capabilities across knowledge work.
- Steve Chase and Nathaniel note this shift widened the capability overhang between what AI can do and what enterprises actually extract.
Leader Laggard Gap Creates Competitive Risk
- The capability gap is causing leaders to pull away from laggards, creating material competitive risk inside sectors.
- Frustration grows as builders have better tools at home than they do at work, driving offline usage and pressure to move faster.
Loan System Built For A Fraction Of Traditional Cost
- Rob Fisher describes clients building a custom loan system at 15–20% of traditional cost using leading models.
- He contrasts that with nearby clients still debating whether to turn on co-pilot, showing extreme dispersion.