💡 Your AI Strategy Looks Great on Paper (That's Exactly Why It's Failing)

PLUS: The OpenAI positioning shift that turned them from vendor into kingmaker—and what it means for your budget conversations

But first, one of my favorite tools that's helping CTOs turn engineering chaos into strategic advantage:

Featured Tool 📊 

Turn Metrics into Momentum. Ship faster, stay aligned, and prove the impact.

The engineering intelligence platform CTOs use to stop firefighting and start leading.

Running engineering is brutal.

The pressure never stops, blockers pile up, and momentum fades fast.

DevStats gives you clear insights to align engineering with business goals, spot bottlenecks early, and keep delivery flowing.

Stop flying blind and start shipping what matters.

"DevStats is one of these tools that you think you don't need, but it's just so easy to use and gives so many insightful details that you might be missing. Before using it, my thoughts were that we were having really great PR Cycle times as well as Code Review sizes, but with helpful filters and visuals, I could clearly see where we can improve. I highly recommend DevStats".

— Gregor Ojstersek Engineering Leadership Newsletter (140K+ readers)

Welcome back to the newsletter where strategy isn't a slideshow—it's the difference between staying CTO and watching someone else take your seat.

CTO Quick Hits 🎯

→ While you're stuck in AI strategy decks, competitors locked in billion-dollar infrastructure partnerships that define the next decade—here's what they bet on.

→ New engineering data reveals which companies are scaling AI production vs. burning budget on POCs that'll never ship.

→ OpenAI just repositioned from "AI vendor" to "platform kingmaker"—and most CTOs are still negotiating like it's 2023.

→ The one developer intelligence metric that separates infrastructure-ready orgs from those about to hit a wall.

Twitter Thread GIF by Banco Itaú

The Big Picture 🖼️

Here's what nobody's saying out loud: AI adoption isn't separating winners from losers anymore.

Infrastructure readiness is.

The latest developer statistics analysis by DevStats reveals something most CTOs are missing—the gap between "experimenting with AI" and "betting the company on AI infrastructure" just became a chasm.

Companies committing to connected data ecosystems and scalable AI deployment architectures are pulling so far ahead that catch-up might not be possible in 18 months.

This isn't about being first to AI.

It's about being first to infrastructure that makes AI actually matter.

Ben Thompson nailed it in "It's OpenAI's World, We're Just Living in It"—OpenAI's market positioning isn't a tech play, it's a kingmaking strategy.

They're not selling tools.

They're selling inevitability.

And the CTOs who recognize this early are the ones securing partnerships and budget before the board starts asking why competitors moved faster.

But here's where it gets interesting: the real moat isn't the AI models. It's the data layer underneath.

MIT Technology Review's analysis on building connected data ecosystems shows exactly why some organizations can ship AI features in weeks while others are stuck in POC purgatory for quarters.

Your data architecture from three years ago is either your secret weapon or your invisible anchor.

And it's not just the hyperscalers.

Apple still has a window—TechCrunch makes the case that betting on privacy-first AI could carve out differentiation the others can't touch.

Meanwhile, Echelon's AI agents are proving you don't need enterprise consulting bloat to deploy AI at scale—they're doing in weeks what traditional firms take quarters to even scope.

The movement extends beyond products.

Mobility is being redesigned by AI—route optimization, demand prediction, and experience personalization. And the enterprise stack? Google's Gemini Enterprise and AWS Quick Suite are both racing to own the full-stack AI layer that lives inside your workflow, not adjacent to it.

Bottom Line 🎯

Your competitors aren't waiting for perfect clarity.

They're making infrastructure bets that compound while you're still in strategy decks.

The gap widens every quarter. In 18 months, it might be unbridgeable.

The infrastructure readiness indicators?

They're in the data your team already generates—most CTOs just don't know where to look.

Your move.

Hit Reply And Tell Me 💬

What's your biggest AI infrastructure blocker right now?

I read every response.