March 26, 2026
The co-founder of Globant agrees with me
The co-founder of a company with 30,000 employees wrote a thread about why companies can't adopt AI.
Ten points. Infrastructure. Regulation. Culture. Risk. The gap between what individuals do in 30 seconds and what companies do in 18 months.
All correct.
He compared it to the internet. Said the same three phases apply: first you have a chatbot, then you get some efficiency, then maybe, eventually, transformation.
He said most companies are still in phase one.
I read the whole thing nodding.
And then I thought about Marc.
Not Marc specifically. But the CEOs I actually talk to. The ones running 200 people. 400. Maybe 600. Companies that don't get a thread written about them by a billionaire founder.
At 30,000 employees you can afford to describe the problem beautifully, to spend 18 months "evaluating options," and to run a phase one that lasts three years while you figure it out.
At 200 employees you can't.
At 200 employees there is no AI committee. There's the CEO and someone from IT who installed Copilot three months ago. Nobody's sure what it does.
There is no change management team. There's a founder who suspects half the work in the building shouldn't exist, and doesn't know where to start. The two are related.
There is no 15-year window like the internet got. There's this year. Maybe next year. After that, whoever moved first already took your clients.
The thread was right about everything. The diagnosis is perfect.
What it doesn't say is who actually walks into the 200-person company on a Tuesday morning and starts solving it.
That part is quiet. No threads. No applause. Just someone inside the building, looking at what's broken, fixing what matters first.
That's what I do.
You describe the work at 200 people that's been sitting in "phase one" inside your company for too long. I tell you what the 30,000-employee version of your problem looks like, and why you don't have the runway to solve it that way.
We look at where the weight is. What should have been automated six months ago. And what's going to cost you clients if it stays the way it is.
PD: He said "whoever solves it first, wins." The question is whether you're solving or still describing.
PD2: Tomorrow, something about the sentence every CEO says in March that guarantees nothing changes by December.