Noesion Radarnoesion.ai
Research2026-08-26

An MIT Sloan Management Review essay by Northeastern strategy professor Kevin Boudreau argues that AI's commercial growth has outrun the technical, industry and institutional groundwork that would let companies build on it safely. He holds that AI is only partly settled as a shared foundation, so firms should learn faster than they commit, favour assets that survive shifts in how the technology is organised, and invest in the surrounding pieces rather than raw model capability. It is an argument and a set of recommendations, not a report of new measurement.

  • 2.4 billion monthly gen-AI users
  • Cursor: $2B revenue run rate
  • Agentforce: $1.2B annual recurring revenue
  • Perplexity: 100M+ monthly users

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