13/01/2026
2026 is shaping up to be a reckoning year — not a 'hype cycle'.
These are some structural shifts going on that I’ll be covering in various talks and keynotes:
⚡ The Energy-Powered AI Problem
AI doesn’t scale on code, it scales on energy, grid resilience, cooling and geopolitics. The energy wall is real will slow AI growth.
🤖 AI & Digital Transformation: Why 90% Fail to Deliver Anything
Consulting is broken, leadership avoids hard change, and enterprises confuse activity with progress. The result?
🧬 Humans Cannot Be Trusted With Our Own Health
Longevity won’t be unlocked by apps alone, requires individualised decision support — because behaviour and emotion are terrible at self-governance.
☁️ The End of Cloud as Data Becomes Sovereign
Countries are waking up. Data, compute and models are strategic assets. “Public cloud everywhere” is giving way to sovereign infrastructure, jurisdictional control and national resilience?
💼 Unlocking Family Office Capital
Next-gen Families invest differently, want access, control, understanding and impact — not passive fund exposure?
📈 Only Sales-Led Transformations Improve Earnings Quality — Here’s Why
Cost-cutting flatters the P&L temporarily. Revenue velocity changes the business permanently. Transformation without sales leadership is theatre.
What ties all of this together?
Structural shifts, not trends.
AI consulting is broken - isn't real.
Digital transformation cannot be delivered - ever.
Energy is the bottleneck.
Data is national infrastructure.
Health needs AI co-pilots.
Capital is getting smarter — and more selective.
2026 won’t reward the loudest voices.
It will reward those who understand the constraints.