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5 Unspoken Truths Tech & AI Investors See When AI Strategy “Changes” After a Reorg

When leadership changes and AI priorities quietly move, investors don’t debate what happened... they price it in.

Read time: 2.5 minutes

There has been a reorganization. With the new leaders, there is a "re-evaluation", "pause", or "refocus" of AI initiatives. While it sounds like responsible business externally, it appears to be a sound strategy internally.

Investors understand something different; they have seen this before. Infrastructure will survive when the leadership changes... AI in itself was not a strategy, and everything else was an option.

5 Secrets Of What Tech & AI Investors See When AI Strategy Changes After Reorganization

1. If the AI perishes because of the leaders, the AI wasn’t really strategic to begin with.
The AI was just used to protect politics... it was “sponsored,” but not “needed.”
Fix it by linking AI to one of the top priorities within your operating model, not to an individual leader.

2. If an AI needs defense, it will rate it as less valuable than a total of zero.
Essentially, every company has core essential systems, and those essential systems do NOT need a champion.
Fix it by working to create an AI “operation” automatically used on every “must run” workflow; if they don’t, you are going to receive a reduced valuation.

3. Reorganizations extirpate embedded AIs and replace them with slideware.
Only one will survive the reorganized company.
Fix it by eliminating standalone devices (Tools) and embedding your AI in a record-keeping system.

4. If we expect new leaders to destroy inherited AIs, we model our actions accordingly.
Fix it by implementing a 90-day “Purge of AI” evaluation and maintain only those AIs that are significant to revenue, margins, or reducing risk.

5. An AI that isn’t part of an organization’s top three priorities is worth…zero.
Not “less” than other objectives, but “zero”.
Fix it by identifying AI as one of an organization’s three top objectives at least once each quarter, otherwise stop discussing it.

💡Key Takeaway: 

Reorganisations do not take away value from AI, but show whether it ever had value in the first place. The AI that lasts through an executive transition is not a "wow" piece of technology... it's a "must-have" technology, and it is what investors value.

👉 LIKE this if you’ve seen a downgrading of an AI solution after a change in leadership.

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