Mario Thomas

Monthly Newsletter | January 2026

Beyond the Mirage: What 2025 Revealed

As we enter 2026, the AI landscape has fundamentally shifted. The year just concluded wasn't merely another chapter in the AI story—it marked an inflection point where strategic clarity began separating leaders from followers. With 88% of AI pilots still failing to reach production and 42% of companies abandoning generative AI projects entirely, the gap between investment and readiness has become impossible to ignore.

December's articles capture this moment from multiple angles. The maturity mirage reveals why organisations consistently overestimate their AI readiness, whilst the emergence of AI as a grid actor demonstrates how infrastructure constraints are reshaping strategic possibilities. Perhaps most significantly, we're witnessing a return to traditional AI approaches as organisations discover that not every problem requires a large language model—sometimes proven machine learning techniques deliver faster, more reliable results.

The year-end retrospective identifies five inflections that changed the strategic calculus: the accountability awakening, energy sovereignty pressures, the pilot-to-production crisis, regulatory divergence, and the multi-speed adoption reality. Together, these shifts demand that Boards move beyond experimentation towards systematic governance and sustainable value creation.

If your time is limited, I particularly recommend the year-end retrospective, which synthesises the lessons of 2025 into actionable frameworks for the year ahead. Understanding these inflections provides essential context for your 2026 AI strategy.

How is your organisation addressing the gap between AI investment and genuine strategic readiness as you plan for the year ahead?

- Mario

December's Strategic Insights

A glass-walled boardroom at dusk showing executives reviewing glowing data visualisations, with the window reflection revealing fragmented metrics and red indicators

The AI Maturity Mirage: Diagnosing the Gap Between Investment and Readiness

Published 7 December 2025 | 7 minute read

Boards frequently overestimate AI maturity by focusing on tool deployments rather than genuine capabilities, mistaking isolated pilot successes for systemic organisational readiness. This article exposes the three patterns that create the illusion and provides a diagnostic framework to reveal true position.

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Modern hyperscale data centre facility at golden hour with small modular reactor cooling towers and wind turbines visible in the background

A New Grid Actor: AI Infrastructure Is Becoming Energy Infrastructure

Published 14 December 2025 | 9 minute read

America's 19GW power shortfall by 2028 is forcing hyperscalers to build their own generation, but the strategic insight is what happens next: surplus capacity transforms AI infrastructure operators from energy consumers into grid actors.

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Precision analogue gauges and industrial instruments with neural network visualisations floating between monitoring displays

The Return of Traditional AI: Organisations Are Rethinking Their LLM-First Strategies

Published 21 December 2025 | 8 minute read

Forty-two percent of companies abandoned the majority of their AI initiatives this year—not because AI failed, but because organisations applied generative AI to problems better solved by traditional machine learning or deterministic automation.

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A timeline visualisation showing five strategic inflection points across 2025

The Year AI Grew Up: Five Inflections That Changed the Strategic Calculus in 2025

Published 30 December 2025 | 14 minute read

In 2025 Boardrooms saw a collective shift in how they thought about AI's role. What they spent 2023 and 2024 reacting to became a question of strategic investment in organisational infrastructure.

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