Executive Summary There's a specific kind of governance gap that doesn't show up until someone actually asks the awkward question out loud: not "does your board discuss AI," but "if your AI-powered dashboard flagged something dangerous right now, is there a written policy telling anyone what happens next?" A lot of boards, when they actually sit with that question, don't love their own answer. I covered the AI expertise gap in a companion piece already, the fact that a striki

Executive Summary For two decades, the internet sold us one simple promise: build a product once, and ship it everywhere. Borders were for passports and shipping containers, not software. That promise is quietly falling apart. In 2026, governments have started treating artificial intelligence as strategic territory — something to protect, fence and fight over. The result is what lawyers politely call geopolitical fragmentation: a world where the same AI product needs differen

Here is a quiet number that has been making the rounds in CFO conversations for the last six months. Ninety-five percent. That is the share of corporate generative AI pilots that have not produced a measurable impact on profit and loss, according to a July 2025 report from MIT's NANDA initiative called The GenAI Divide. Between thirty and forty billion dollars has been spent on enterprise AI. Five percent of those pilots are extracting millions in real value. The other ninety

Let me start with a question most boards have not yet asked themselves out loud. If an AI agent in your company places an order, signs off a refund, files a customs entry, or sends a quote to a client at 3 AM on a Sunday — and gets it wrong — who exactly is accountable on Monday morning? If you paused for a second there, you are not alone. That pause is the whole problem with agentic AI governance right now. Boards across India, the US, and Europe are sitting on a quiet shift