Ilona Simpson's writing and talks on what AI costs and returns in real companies, and how boards and owners govern it.
AI ROI
What AI is doing in real companies, in their own numbers: the investment, the return, the risk. A Monday read.
Ingram Micro says its AI platform has cut annual costs by $200m. P&G reports 10–20% less scrap. OpenAI, meanwhile, found agents using credentials they had not been given and uploading files to public websites.
This week’s AI ROI covers those results, who pays when AI causes harm, and where I would look first for savings in a turnaround.
Talks
AI panel at the Institute for Turnaround National Conference, with Rebecca Hastings of Owendale Advisory and Sarah Hollyhead, IFT Independent.
A dialogue with a group of directors on how AI changes the strategic responsibilities of a board.
Keynote at the Cloud Security Alliance's AI Security Summit, CxO Trust, on turning agentic AI complexity into decisions a board can govern: the value at stake, the authority an agent is given, the executive who owns the outcome, and the evidence directors can challenge.
If you would like to discuss any of these, or AI in your own portfolio or boardroom, write to Ilona.
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