AI is no longer a technology experiment—it’s a business imperative. Val Elbert, a member of BCG’s Technology, Media & Telecommunications practice, explains why CEOs must shift from AI pilots to profit, demand quarterly results from all AI initiatives, and lead cross-functional AI transformations that deliver real bottom-line impact. The winners will scale fast. The rest will be left explaining themselves to investors.
Learn More
Val Elbert, BCG Managing Director and Senior Partner, https://www.bcg.com/about/people/experts/val-elbert
As AI Investments Surge, CEOs Take the Lead, https://www.bcg.com/publications/2026/as-ai-investments-surge-ceos-take-the-lead
Turning AI Disruption into a Telco's Growth Engine, https://www.bcg.com/publications/2026/turning-ai-disruption-into-telcos-growth-engine
Driving Growth and Innovation at Verizon Consumer Group, https://www.bcg.com/publications/2025/driving-growth-innovation-leading-telco
Chapters
00:00 Introduction 00:44 Where TMT companies stand on AI adoption
02:32 The boardroom shift from AI pilots to scale
03:11 Building AI into business agendas
03:49 AI adoption patterns across industries 0
4:37 Leaders need to see quarterly results
05:22 Why AI can't run as a three-year program
05:59 What separates AI winners
07:22 Why structure needs to change
07:52 Where friction blocks AI value creation
09:19 How to focus amid technology noise
10:00 The mindset shift to move from AI pilots to P&L
10:30 What scaling AI in telecom looks like
12:08 The role of humans in an AI-driven operating model
13:28 What the next 18 months will look like
13:55 Will AI drive mergers?
15:10 Is It harder for legacy companies to compete in AI?
15:36 How AI-driven change will impact consumers
16:44 If you're stuck in the pilot phase
17:45 Physical AI at MWC Barcelona
18:11 Outro
Subscribe to BCG’s YouTube channel: https://goo.gl/hsFsVT Visit us at https://www.bcg.com
What makes a leadership team truly high performing, and why does it matter for the entire organization? Judith Wallenstein, CEO Advisory Global Lead of BCG, and Khadija Ben Hammada, Chief People Officer of Merck KGaA, Darmstadt, Germany, explore this topic and more. They share how CEOs can build executive teams grounded in trust, purpose, and psychological safety. When the top team clicks, the whole company moves faster and with more clarity.
Learn more: https://lnk.to/so-what-general-show32
Learn More:
Judith Wallenstein, Managing Director & Senior Partner, Global Lead, CEO Advisory
https://www.bcg.com/about/people/experts/judith-wallenstein
Khadija Ben Hammada, Member of the Executive Board and Chief People Officer for Merck KGaA, Darmstadt, Germany
https://www.emdgroup.com/en/company/management/executive-board/khadija-ben-hammada.html
Subscribe to BCG’s YouTube channel: https://goo.gl/hsFsVT
Visit us at https://www.bcg.com
Chapters
(00:00) Intro
(00:17) How do you build a high-performing leadership team?
(01:36) What makes a team work?
(02:12) What does a high-performing team feel like?
(03:45) How much of team success depends on the CEO’s behavior and decisions?
(05:55) When hiring, what are you looking for — what’s the secret sauce?
(08:47) What should the CEO–Chief People Officer relationship look like?
(09:50) What did you learn as chief of staff that you apply on an executive team?
(11:42) How do team members to elevate collective performance?
(13:01) How should leadership adapt in an era of uncertainty?
(16:35) How do you keep a team successful when key people move on?
(19:27) What's steps should leaders take now to create a top-performing team?
(21:03) Outro
The global energy transition is growing in complexity with shifting economics, soaring electricity demand, and competing national priorities. Maurice Berns and Asheesh Sastry from BCG’s Center for Energy Impact lay out how leaders can keep up by focusing on the economics, creating strategies for individual markets, and staying ahead of policy shifts.
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Join several BCG senior partners as they share their insights from their time on the ground at the World Economic Forum Annual Meeting in Davos. BCG invites you to an exclusive look at the forces shaping the CEO agenda in 2026.
BCG’s Judith Wallenstein, Aparna Bharadwaj, and Vlad Lukic discuss what they learned from their personal conversations with CEOs and global leaders at Davos. They share practical guidance for organizations preparing for the year ahead in AI, geopolitics, and other areas.
Chapters
Learn more:
BCG at Davos, https://www.bcg.com/about/partner-ecosystem/world-economic-forum/davos
BCG’s CEO Agenda, https://www.bcg.com/executives/ceo-agenda
Judith Wallenstein, Global Leader, CEO Advisory https://www.bcg.com/about/people/experts/judith-wallenstein
Aparna Bharadwaj, Global Leader, Global Advantage Practice https://www.bcg.com/about/people/experts/aparna-bharadwaj
Vlad Lukic, Global Leader, Tech and Digital Advantage https://www.bcg.com/about/people/experts/vladimir-lukic
CEOs must pursue growth transformation with the same rigor that they bring when they tackle costs. Tuukka Seppä, BCG’s global chair of transformation, explains why CEOs need bold targets, smart incentives, and relentless follow-through to scale effectively. He unpacks the common misconceptions that hold companies back, the impact of a chief transformation officer, and why this is the moment to shift from reacting to rebuilding.
Listen on podcast platforms: https://lnk.to/so-what-general-show12
Learn More:
Chapters:
00:00 Introduction
00:28–00:55 What’s Your “So What” on Growth?
00:55–01:50 If Growth Is a Strategic Choice, What Does It Take to Succeed?
01:50–03:16 Why Do Some Companies Grow During Extreme Volatility?
03:16–04:13 What Does Structured Growth Leadership Look Like in Practice?
04:13–05:12 Can Too Much Discipline Limit Growth in a Volatile World?
05:12–06:03 How Do You Build Flexibility and Adaptability into Growth?
06:03–07:36 Is It Obvious Where Growth Should Come From? How Do Leaders Decide What Good Growth Is?
07:36–10:20 Why Do Two-Thirds of Companies Miss Growth Targets?
10:20–11:05 What Does “Growing from a Strong Base” Mean?
11:05–12:35 How Do You Measure Growth Without Killing It Too Early?
12:35–13:55 How Important Is a Chief Transformation Officer?
13:55–14:37 What Buffers Matter for Growth — and Why Now?
14:37–16:06 What’s the Typical Timeline for a Growth Transformation?
16:06–17:54 What Unlocks the Shift from Efficiency to Growth?
17:54–19:48 What Role Can AI Play in Accelerating Growth?
19:48–20:41 When Is the Right Time to Start a Growth Program?
20:41–21:33 The ‘Now What’
21:21–21:33 Outro
Rich Lesser, BCG’s global chair, and Martin Reeves, chairman of the BCG Henderson Institute, reflect on the shocks and surprises that shaped the first half of the decade and what they reveal about the future. They explore the traits leaders need today: building trust, staying geopolitically aware, and adopting AI in a people-centered way.
Learn More:
Rich Lesser: https://on.bcg.com/4lZrWla
Martin Reeves: https://on.bcg.com/4lXaAVX
Winning in the 20s: https://on.bcg.com/4lpe1oo
Winning the ’20s: A Leadership Agenda for the Next Decade: https://on.bcg.com/40iscDs
Many companies have a blind spot when it comes to serving women. In fields from health care to financial services, they often treat women just like men—even though their needs are very different. BCG’s Alex Friedman and Trish Stroman share tangible steps leaders can take today to better serve women—who are responsible for up to 80% of spending. Organizations that are best positioned won't guess what women want—they’ll co-create with them and design for real needs.
Learn More:
Alex Friedman: https://on.bcg.com/3XW4lry
Trish Stroman: https://on.bcg.com/3KSkJWU
Closing the Menopause Care Gap: The Next Frontier in Women’s Health https://on.bcg.com/4oWSkNo
BCG’s Latest Thinking on the Healthcare Industry: https://on.bcg.com/3KXXCdH
BCG’s Innovate Her: https://on.bcg.com/3KSqiVs
Chapters:
00:00-00:57 Introduction
00:58-02:26 Why don't businesses successfully target and serve women?
02:27-03:30 Why is women's health still underinvested in?
03:31-05:04 Why has momentum shifted?
05:05-06:06 How big of an economic opportunity is this?
06:07-07:06 Where are the most immediate areas businesses can create value?
07:07-08:30 How can you scan your business for opportunities?
08:31-09:21 What do leaders say are the biggest opportunities and stumbling blocks?
09:22-11:50 Upcoming innovations that could solve problems for female consumers
11:51-12:58 What sectors have the most to gain from targeting female consuemrs?
12:59-14:13 What businesses are excelling?
14:14-16:03 Is there enough investment in this space?
16:04-17:52 What's the productivity and talent cost when women aren’t supported?
17:53-19:38 How to persuade a board that this is worth investing resources in
19:39-21:04 The ‘Now What’
21:05-21:15 Outro
Help us celebrate our very own Georgie Frost, who earned the Bronze Lovie Award for Best Podcast Host thanks to her outstanding work on The So What from BCG!
Georgie was also a finalist for the People’s Lovie Award for Best Podcast Host.
The Lovie Awards are the European cousin of the Webby Awards, celebrating the best of the best across the continent.
If you’d like to send a warm note, a congratulatory message, or simply an email full of emoji confetti, please send an email to [email protected].
Congratulations to Georgie and thank you all for making the podcast a success!
What happens when AI meets your most human processes like hiring, feedback, and development? Alicia Pittman, BCG’s global people chair, shares how the firm uses AI to amplify human strengths, not replace them. From building trust to rethinking management roles, she offers a roadmap for leaders navigating AI-powered change.
Learn More:
Alicia Pittman: https://on.bcg.com/4pcZ2Qs
BCG’s Latest Thinking on People Strategy: https://on.bcg.com/43X5rGT
A Promise That Brings AI to Life Responsibly: https://on.bcg.com/4anxsLC
Chapters:
00:00-00:56 Introduction/Alicia’s ‘So What’
00:57-02:18 Lessons from BCG’s AI journey
02:19-05:24 Where is AI being used at BCG in people management?
05:25-07:08 What challenges has BCG faced?
07:09-08:04 What didn’t work at first?
08:05-09:43 How do you measure success with AI?
09:44-13:10 What are the biggest concerns for leaders at other companies?
13:11-14:56 What has to stay human?
14:57-15:40 What does a human in the loop look like for BCG?
15:41-18:50 Should you act now or wait and see how AI plays out?
18:51-21:38 How is AI reshaping how we learn?
21:39-21:59 Advice for leaders
22:00-22:50 Alicia’s ‘Now What’
22:51-23:06 Outro
Consumer companies are facing a new reality: demand is maturing, competition is intensifying, and generational preferences are diverging. Justin Vincent, part of BCG’s leadership team for consumer and fashion, explains how businesses can avoid fading into the background by choosing a durable purpose, serving real consumer needs, and mastering digital discovery.
Learn More:
Chapters:
00:00-01:19 Introduction/Justin’s ‘So What’
01:20-02:32 The evolution of athleisure
02:33-03:46 Why has growth slowed?
03:47-04:56 Who is winning and will they continue to?
04:57-06:06 What is a ‘for purpose’ mindset?
06:07-08:38 How are different generations served?
08:39-10:29 How do brands decide what markets to serve?
10:30-12:32 How can you make your brand stand out?
12:33-16:03 How should companies decide where to focus?
16:04-17:39 How do brands decide where to localize and where to stay consistent?
17:40-18:52 What can consumer companies learn from sportswear brands?
18:53-19:55 What are the biggest challenges the industry is facing?
19:56-21:24 Justin’s ‘Now What’
21:25-21:38 Outro
Medtech is a $900 billion industry transforming how we treat, diagnose, and prevent disease—but its innovation engine is slowing. Vikram Aggarwal, global leader of BCG’s medical technology work, explains what’s behind the slowdown and how leaders can rethink regulation, software, and talent to re-accelerate breakthroughs.
Learn More:
Vikram Aggarwal: https://on.bcg.com/4osjpc6
BCG on Medtech: https://on.bcg.com/3LlJ6MC
How Medtech Leaders Are Revving Up Their Innovation Engines: https://on.bcg.com/4op2Rl8
Chapters
00:00-01:25 Introduction/Vikram’s ‘So What’
01:26-02:10 What is medtech?
02:11-03:46 Where are some of the most exciting innovations happening in medtech?
03:47-05:36 What areas get the most attention?
05:37-07:33 What are the barriers to innovation?
07:34-08:36 How do software and hardware innovation compare?
08:37-09:58 Software in a medical device vs software as a medical device
09:59-11:40 Is there a lag between innovation in software vs hardware?
11:41-13:41 What is the ideal innovation environment for medtech?
13:42-15:13 How do we fix the STEM skills shortage?
15:14-17:46 What will bring the most value over the next decade?
17:47-19:04 What is happening at startups vs established companies?
19:05 – 20:01 Vikram’s ‘Now What’
20:02-20:15 Outro