Battery Point Research / AI Playbooks

AI Strategy

“The chessboard is over. It’s off the table. This has turned into squash.”

Mo Gawdat
Former Chief Business Officer, Google X · Source: interview

Planning several moves ahead gives way to watching, responding, and returning to position—ready to adjust again.

THE COST OF CAPABILITY IS FALLING

Companies can do more of the work that drives growth, service, productivity, and better decisions while automating more routine work.

Companies that move early and experiment often can leapfrog competitors in quarters rather than years.

THE PLANNING CYCLE HAS COLLAPSED

AI is moving too quickly for owners to wait for a stable endpoint.

The advantage increasingly goes to companies that test, learn, adjust, and move again.

CAPITAL CAN COMPRESS THE TRANSITION

Owners who have underinvested in people, systems, technology, or growth can close those gaps much faster if they act before the competitive gap becomes structural.

YOUR BUSINESS → THE MARKET → THE ECONOMICS → THE DEAL → YOUR OPTIONS

BUILD. BUY. PARTNER. SELL.

We use that lens to evaluate what AI is changing, what it means economically, and whether the right response is to build internally, acquire capability, bring in a partner, or sell.

WHY THIS MATTERS NOW

80%Report better individual productivity from AI.

People are getting more productive, but companies are not necessarily capturing that productivity in their financial results.McKinsey · August 2026

37%Report a positive contribution to company EBIT.

AI adoption and economic impact are still very different things.McKinsey · August 2026

20%Of companies captured 74% of the AI-driven gains in PwC’s study.

The gains are concentrated—and this study is heavily weighted toward large companies.PwC · April 2026

Surveys: McKinsey, 1,719 respondents; PwC, 1,217 executives, primarily at large listed companies. EBIT: operating profit.

The productivity gains are real. The competitive question is who turns them into durable economic advantage.

WHAT YOU GET FROM THE RESEARCH

Battery Point brings a banker’s and deal-doer’s perspective to capital and M&A decisions. We help owners assess their choices; we do not sell AI implementation.

  • A grounded industry view: what is changing, backed by real-company evidence.
  • Signals in your business: revenue, margins, customer behavior, productivity and competitive pressure.
  • The economic stakes: what gets cheaper, harder to sell or more valuable—and where investment is needed.
  • A buyer’s perspective: what investors will investigate and value differently.
  • Your room to act: whether you can respond independently or need capital, capabilities or a partner.

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