Archive

Dive into a collection of past posts and rediscover timeless content.

Booking Holdings expects $650m a year of savings for less than one year's cost, MercadoLibre's advertising revenue grows 51% while profit grows 6%, and NAB writes off A$1.35bn of software because AI can rebuild it

Nov 9, 2026

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8 min read

Booking Holdings expects $650m a year of savings for less than one year's cost, MercadoLibre's advertising revenue grows 51% while profit grows 6%, and NAB writes off A$1.35bn of software because AI can rebuild it

Issue 8, 9 November 2026. Every Monday, with three questions for your board.

Ilona Simpson

WTW's AI plan pays back in 19 months, Santander Bank puts a figure on what AI earned, and Google's AI disintermediates Reddit

Nov 2, 2026

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9 min read

WTW's AI plan pays back in 19 months, Santander Bank puts a figure on what AI earned, and Google's AI disintermediates Reddit

Issue 7, 2 November 2026. Every Monday, with three questions for your board.

Ilona Simpson

Meta spends more on AI than it earns in cash, Infosys' clients want the AI saving, and AI agents choose for the customer

Oct 26, 2026

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8 min read

Meta spends more on AI than it earns in cash, Infosys' clients want the AI saving, and AI agents choose for the customer

Meta spends $1.06 on AI for every $1 of cash. Infosys now expects 40% less growth.

Ilona Simpson

Rent, build or buy AI in R&D, time saved that is not yet money, and a publisher's AI risk materialising

Oct 19, 2026

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8 min read

Rent, build or buy AI in R&D, time saved that is not yet money, and a publisher's AI risk materialising

AstraZeneca rents for a day's research budget. Omron buys for 14% of a year's sales.

Ilona Simpson

A bank named AI agents for 400 job cuts, a grocer counted £251m of savings with AI inside, and an airline refused to let anyone else's AI near its prices

Oct 11, 2026

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9 min read

A bank named AI agents for 400 job cuts, a grocer counted £251m of savings with AI inside, and an airline refused to let anyone else's AI near its prices

Issue 4 · 12 October 2026

Ilona Simpson

This week's AI figures came from a restructuring plan, a supplier's prices and a central bank's record. Not from an AI budget.

Oct 5, 2026

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7 min read

This week's AI figures came from a restructuring plan, a supplier's prices and a central bank's record. Not from an AI budget.

Issue 3, 5 October 2026. Every Monday. With three questions for your board.

Ilona Simpson

AI returns came in lower, the investment needed a subsidy, the risk came in higher

Sep 27, 2026

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7 min read

AI returns came in lower, the investment needed a subsidy, the risk came in higher

Issue 2 · 28 September 2026

Ilona Simpson

An AI platform written into financial targets, an AI return counted in scrap, and agents doing what they were not asked to do

Sep 20, 2026

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5 min read

An AI platform written into financial targets, an AI return counted in scrap, and agents doing what they were not asked to do

Issue 1 · 21 September 2026

Ilona Simpson

Archive

Dive into a collection of past posts and rediscover timeless content.

Booking Holdings expects $650m a year of savings for less than one year's cost, MercadoLibre's advertising revenue grows 51% while profit grows 6%, and NAB writes off A$1.35bn of software because AI can rebuild it

WTW's AI plan pays back in 19 months, Santander Bank puts a figure on what AI earned, and Google's AI disintermediates Reddit

Meta spends more on AI than it earns in cash, Infosys' clients want the AI saving, and AI agents choose for the customer

Rent, build or buy AI in R&D, time saved that is not yet money, and a publisher's AI risk materialising

A bank named AI agents for 400 job cuts, a grocer counted £251m of savings with AI inside, and an airline refused to let anyone else's AI near its prices

This week's AI figures came from a restructuring plan, a supplier's prices and a central bank's record. Not from an AI budget.

AI returns came in lower, the investment needed a subsidy, the risk came in higher

An AI platform written into financial targets, an AI return counted in scrap, and agents doing what they were not asked to do

AI ROI