๐๐ ๐๐๐๐ ๐๐ฑ๐ฉ๐๐ซ๐ข๐ฆ๐๐ง๐ญ๐ฌ ๐๐ก๐๐๐ฉ. ๐๐จ ๐๐ก๐ฒ ๐๐จ๐๐ฌ ๐๐ฑ๐ฉ๐ฅ๐จ๐ซ๐๐ญ๐ข๐จ๐ง ๐๐ญ๐ข๐ฅ๐ฅ ๐๐ข๐ ๐ ๐ข๐ซ๐ฌ๐ญ?
7/1/20261 min read


Cheap experiments don't get explored. They get cut.
AI made running a hundred small tests almost free. Yet in most companies exploration still dies the moment the quarter tightens: the tool got cheaper but behavior did not change.
James March explained why decades ago: firms drift toward ๐๐ฑ๐ฉ๐ฅ๐จ๐ข๐ญ๐ข๐ง๐ what they already know and slowly starve the ๐๐ฑ๐ฉ๐ฅ๐จ๐ซ๐ข๐ง๐ that renews them, because the known pays back sooner and more surely. AI does not fix that drift, and pointed at what you already do, it simply digs the existing groove deeper and faster.
So the real constraint is not the cost of a single test. It is that nobody protects the test from the budget.
Two things fix that. A greenhouse and a gate.
๐๐ก๐ ๐ ๐ซ๐๐๐ง๐ก๐จ๐ฎ๐ฌ๐ ๐ข๐ฌ ๐ฉ๐ซ๐จ๐ญ๐๐๐ญ๐ข๐จ๐ง: a ring-fenced budget and a sponsor senior enough to refuse the Q3 cut, judged on what the work learns rather than what it earns this quarter. I have sat in the room where exploration is the first line crossed out when money gets tight, and it always is, unless someone deliberately shelters it.
๐๐ก๐ ๐ ๐๐ญ๐ ๐ข๐ฌ ๐๐ข๐ฌ๐๐ข๐ฉ๐ฅ๐ข๐ง๐: every bet carries a hypothesis, a kill-metric, and a date, all agreed up front. Protection without discipline isn't a strategy. It's a zombie farm.
๐๐ง๐ ๐๐๐ญ๐๐ก ๐ฐ๐จ๐ซ๐ญ๐ก ๐ง๐๐ฆ๐ข๐ง๐ : ๐๐ ๐ค๐ข๐ฏ ๐ธ๐ช๐ฅ๐ฆ๐ฏ ๐ต๐ฉ๐ฆ ๐ด๐ฆ๐ข๐ณ๐ค๐ฉ, ๐ฃ๐ถ๐ต ๐ช๐ต ๐ค๐ข๐ฏ๐ฏ๐ฐ๐ต ๐ค๐ฉ๐ฐ๐ฐ๐ด๐ฆ, because trained on the past, it keeps pulling toward the average. So let it generate the hundred options, then keep a human to pick the one that looks off, the outlier, the leap of mind, the bet no model would ever make.
The firms that get displaced won't lack AI. They will have optimized their way into irrelevance, sitting on a thousand cheap experiments they were never allowed to run.
So look at your roadmap, then at your budget lines, and ask whether exploration is actually funded or merely admired in principle.
And the real test: who has the rank to protect the seedlings when the quarter turns?
#AIStrategy #InnovatorsDilemma #Exploration #Leadership #AIForGrowth #DecisionMaking
Contact
bruno.gentil@sherpaconsultingasia.com
ยฉ 2026. All rights reserved.
