← The Monday Signal/No. 014Agentic AI

Fewer, bigger bets

Alex Collins·19 October 2026·2 min read
BCG's most AI-mature companies are 3.5 times more likely than laggards to fund a single multiyear programme.

How many AI pilots is your organisation funding right now?

BCG surveyed more than 1,300 leaders and found that only 7.5% of companies are what it calls future-built, its most AI-mature group. They are 3.5 times more likely than the laggards to fund a single multiyear programme, and they concentrate it on fewer, higher-value workflows.

So what? This is exactly how I'm advising clients, and for two reasons. It takes time for the business change that delivers the results to happen, and a multi-year programme makes sure the people who develop these agentic systems are the ones who have to deliver the outcomes.

It should also put those delivering it on the hook for the outcomes, and reward them commercially when they land. Is your supplier on the hook for the outcome, or just for the time they spend?

The question I would sit with

If your AI programme missed its outcomes next year, what would it cost your supplier?

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Alex Collins

Co-founder & COO of RAI Digital, a consulting venture builder · Ex-EY Consulting Partner · Writing on agentic AI, venture building, logistics platforms and transformation leadership.

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