AI is moving competitive advantage now
Andreas Markussen · Partner, Foundry IX · 4 min read
Andreas MarkussenPartner, Foundry IXThe organisations that win on AI over the next few years won't be the ones with the best technology. They'll be the ones that get AI out of the pilot phase and into daily operations first.
Everyone has access to the same models. Your competitors can buy the same licences, call the same APIs and read the same benchmarks. If the advantage lived in the technology, it would be levelled the day it shipped.
That's an uncomfortable realisation, because it moves the responsibility. As long as the advantage lives in the technology, you can wait for it to mature. Once it lives in execution, waiting is the same as giving your head start away.
The pilot phase has become a waiting room
Most organisations aren't short on AI activity. There's a chatbot experiment in customer service, a proof of concept in finance, a demo that impressed the board. What's missing is the step where any of it changes how the business actually runs.
That step is where the competitive gap opens. An experiment teaches you what the technology can do; operations teach you what your business can do with it. Only the second one compounds.
The waiting room feels sensible from the inside. There are experiments running, lessons being learned, steering groups meeting. But learning that never reaches operations expires faster than it accumulates. The models tested in spring are replaced by autumn. And part of the conclusions with them. A pilot with no path to production isn't a step on the way. It's an activity.
The objections don't hold up
The three objections we hear most often all sound sensible. None of them survives a closer look.
“The models aren't mature yet.” True. And irrelevant. The models get better every quarter, but they get better for your competitors too. Maturity isn't a moment you can wait your way to; it's a curve everyone rides at the same time. The question isn't whether the models are finished. It's whether your organisation knows what it wants to use them for when they are.
“Our data isn't ready.” Data doesn't get ready by waiting. It gets ready by being used. Most production-ready AI solutions need far less data clean-up than feared. They need access to the systems the work already happens in. And the places where data genuinely is a problem only surface once something is in operation to expose them.
“We don't want to lock ourselves to the wrong vendor.” Sensible. But the organisations furthest ahead didn't choose right from the start. They built so they could switch. The models behind a well-scoped initiative can be swapped out. The experience of running it can't.
The advantage lives in execution
Competitive advantage in AI is execution speed. Not access to models.
What separates organisations right now is not what they have access to, but what they have decided. Whether leadership has determined where AI should create value. Whether a process is underway to get there. And whether someone owns that process with a budget and a deadline.
- The winners have identified the places in the business where AI moves the most.
- They have one initiative in operation. Not ten pilots in a holding pattern.
- Their leadership follows up with the same discipline as on any other investment.
We see it with our own customers. A kitchen supplier used to quote by digging through Navision by hand; today the rep describes the kitchen, the system drafts the quote from the live catalogue, and the rep approves. The technology behind it is available to every competitor they have. The difference is that theirs is in production.

The interesting part of the example isn't the automation. It's what happened around it: quoting stopped being a bottleneck living with two key employees and became a capacity the whole sales team draws on. Shifts like that only show up once the system is in operation. No pilot had predicted it.
What 'in operation' actually means
In operation means the system is wired into the tools your team already works in, someone is accountable for its output, and its effect is measured. A demo has an audience; an operation has a job. The moment an AI initiative has an owner, a budget line and a KPI, it stops being a project and starts being capacity.
The test is simple. Does the initiative have an owner who is measured on it? Is it on a budget, not as a project, but as operations? And would anyone notice within a week if it was switched off? If you can answer yes to all three, you have capacity. If you can't, you still have a demo.
Don't wait for the perfect moment
The perfect moment isn't coming. The models will get better. But so will your competitors' experience. Every quarter spent waiting is a quarter another company spends learning your market with AI in hand.
The right question isn't whether to start, but where. Getting started doesn't take a grand transformation. It takes a decision, an owner and 90 days.

