In this special Thinkers50 edition of Innovation Show X, sponsored by Kyndryl, host Aidan McCullen brings together three of the world's most influential management thinkers—Alex Osterwalder, Howard Yu, and Sangeet Paul Choudary—to explore how AI is transforming the architecture of business.
What makes this conversation extraordinary is that, unknown to everyone at the time of recording, each participant would receive a major Thinkers50 recognition just hours later:
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Sangeet Paul Choudary — Thinkers50 Strategy Award
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Howard Yu — reaffirmed in the Thinkers50 global ranking
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Alex Osterwalder — reaffirmed in the Thinkers50 global ranking
- Aidan McCullen — Thinkers50 Innovation Award
This episode captures four award-winning perspectives before the accolades were announced—an unfiltered, spontaneous exchange on the real work of reinvention.
🎙️ Episode Overview
AI is reshaping the business landscape, but most organisations focus on tools rather than the deeper question:
How must business models, organisational structures, and leadership mindsets evolve in an AI-driven world?
Together, Alex, Howard, Sangeet, and Aidan unpack:
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Why 95% of GenAI projects fail and what organisations miss
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How AI reshuffles entire industries, not just processes
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The hidden role of corporate antibodies in killing new ideas
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Why visionary leadership matters more than ever
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How modular, fluid organisations create a real edge
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What learning engines look like in practice
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Why the real value moves from "answers" to sensemaking
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How leaders can place better bets in uncertainty
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Why it's not an "AI strategy" you need, but a strategy for the world AI creates
This is a masterclass in strategic reinvention from four globally recognised thinkers.
⏱️ Chapter Timestamps
00:00 Introduction & Sponsor Message (Kyndryl)
00:41 The Confusing Landscape of AI in Business
01:20 Amara's Law & Business Impact
01:43 Panel Introduction at Thinkers50
02:25 Sangeet on Containerisation & Second-Order Effects
06:59 Osterwalder on Business Model Innovation
09:34 Yu on Capabilities & Industry Shifts
12:51 FOTO, Metaverse Missteps & Strategic Priority
15:21 Leadership Vision & the Capa
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