The Missing Half OF AI
Leadership · August 25, 2026

What the machine can't lead

At a large technology company, 97 percent of senior leaders said in an employee survey that they clearly understood the company's strategic priorities.

Then someone asked the people responsible for executing that strategy to name three of them.

28 percent could. Around 30 percent could not name a single one.

Donald Sull, Charles Sull and James Yoder published this in MIT Sloan Management Review after analysing 124 organisations. The measure was generous — any three of the top five counted as a match. The number is flattered, not harsh.

And note the date: 2018. Long before ChatGPT. This is not an AI finding. It is the ground AI is being rolled out on.

That's what makes it the opening of this chapter. Because AI does not lead. It accelerates what is already there — including the lack of clarity.

You can see the same thing from three other directions. BCG puts 70 percent of AI success with people, process and culture, and only 10 percent with the algorithm. Deloitte finds 84 percent of companies have not redesigned jobs or workflows around AI. McKinsey finds that among companies using gen AI, only 21 percent have fundamentally redesigned even some of their workflows.

Four independent measurements. One shape.

Scott D. Anthony names the mechanism behind it precisely: by the time you have enough data to justify a decision, it is too late to make it. A model can execute a priority at extraordinary speed. Setting one is not something it can do for you.

And where leadership does set and say it, it shows up in the numbers. EY surveyed around 1,150 employees in late 2025: where AI strategy was communicated clearly, 92 percent reported positive productivity. Where it stayed unclear, 62 percent.

So the missing half here isn't a technology gap. It is the half someone has to name before a system can carry it out. 🧭

Here is what changed. That unclarity used to travel through people. Middle managers translated it, asked again, quietly corrected it on the way. A system does not ask again. It executes the instruction it was handed, fast and at scale.

So the rule I'd defend: automate what people can name consistently. What they can't name consistently isn't ready for automation yet.

💬 Would you sign that rule — or is it too strict to run a business on?

#TheMissingHalf #Leadership #AITransformation #HumansAtCenter #Strategy

The numbers in this piece

Every figure named above, with its source. Links go to the primary study.

97% vs 28%
At a large technology company, 97 percent of senior leaders said they clearly understood the strategic priorities. Across 124 organisations, 28 percent of the managers responsible for execution could name three of them; around 30 percent could not name a single one.
MIT Sloan Management Review — Donald Sull, Charles Sull, James Yoder, 2018 · 124 Organisationen; Führungskräfte und mittleres Management mit Umsetzungsverantwortung
10-20-70
10 percent algorithm, 20 percent data and technology, 70 percent people, process and culture
84%
84 percent of organizations have not redesigned jobs or workflows around AI
21%
Twenty-one percent of respondents whose organizations use gen AI say those organizations have fundamentally redesigned at least some workflows — and of 25 organizational attributes tested, workflow redesign has the biggest effect on whether a company sees EBIT impact from gen AI.
McKinsey QuantumBlack — The state of AI: How organizations are rewiring to capture value, 2025 · McKinsey Global Survey on the state of AI, n=1.491 Teilnehmende aller Ebenen, Feldzeit 16.–31. Juli 2024
92% vs 62% (30 Pkt)
Where AI strategy is communicated clearly, 92 percent report a positive productivity effect — against 62 percent where communication is unclear.
EY Agentic AI Workplace Survey, 2025 · n=1148 US-Desk-Worker, Aug–Sep 2025 (EY)
← Value gap, not model gapGovernance belongs in the C-suite →