Building on AI’s Unfinished Foundation

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Generative AI is moving fast, but the surrounding architecture needed for economywide transformation hasn’t settled. Companies that understand the difference will know where to invest and where to hold back.

Kevin J. BoudreauAugust 26, 2026Reading Time: 16 min

Summary:

AI is advancing rapidly, but its surrounding technological, industrial, and institutional architecture remains unsettled — meaning it has ...

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Listen to “Building on AI’s Unfinished Foundation” (23:23)

By the ordinary measures of any new technology, the current wave of generative AI has moved fast. By some estimates, about 2.4 billion people worldwide use generative AI platforms each month, and coding agents have changed how software is written.

Efforts to commercialize the technology have scaled just as fast. AI coding platform Cursor reportedly passed a $2 billion revenue run rate by early 2026, and, as of April 2026, Perplexity was reported to have more than 100 million monthly...

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