Creative Intelligence

Wharton Global Forum – Rethinking the AI Stack: Data, Agentic AI, and Organizational Design

21 snips
Aug 19, 2025
Lin Yuan, Chief AI Officer at Newfront, builds vertical AI for regulated industries. Ramon Richards, CTO at T. Rowe Price, focuses on enterprise AI governance and security. Xing Liu, HSG partner, looks for startup differentiation via proprietary data and hardware-software plays. Sajjad Jaffer, GrowthCurve Capital, treats data as latent value. Aparna Chennapragada, Microsoft CPO, champions model-first product design. They debate AGI timing, the Gen AI productivity paradox, data moats, organizational shifts, and startup-hyperscaler partnerships.
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INSIGHT

Intelligence Overhang Requires Product Rethink

  • Modern foundation models create an "intelligence overhang" where models are far more capable than many current products assume.
  • Aparna warns products must stretch into that overhang or risk delivering flying-car-level excess for simple tasks.
INSIGHT

Productivity Gains Often Arrive After A Lag

  • The Gen AI productivity paradox mirrors past IT adoption: measurable ROI often lags years because complementary changes are required.
  • Sajjad compares it to historical IT diffusion and warns PE teams to set realistic timelines and expectations.
ADVICE

Pilot Aggressively But Keep Strong Governance

  • Experiment early with pilots and proofs of concept while protecting data and practicing governance to avoid falling behind.
  • Ramon stresses creating space for innovation plus security, privacy, and prioritization.
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