Monday, October 27, 2025

I’m a CEO who’s run 18 Ironman races and the AI ROI race isn’t any different

I’ve spent two decades competing in Ironman Triathlons, grueling, single-day events that total over 140 miles. I’ve spent even longer leading high-growth companies, from Google and Dropbox to Freshworks.

You could say that I’ve been operating with a need for speed my entire adult life. And if there’s one thing these experiences have taught me, it’s that most companies are pacing the AI race all wrong.

Recent data from Bain & Company shows that 95% of U.S. companies are using generative AI in some form, yet only 5% of firms see meaningful value from their AI investments.

I believe this is happening because, like rookie triathletes, many business leaders treat AI like a sprint – chasing speed, hype, and short-term wins, while expecting long-term, sustainable results. In both racing and business, success hinges on pacing yourself, building stamina, and staying focused on the long game.

The Ironman playbook for AI

Over my 18 Ironmans, I’ve learned that the real key isn’t strength or speed – it’s structure. Whether training for race day or leading a company through AI transformation, you need a set of principles to keep you grounded and disciplined through uncertain (and sometimes fatiguing) times. The three I stand by are:

  1. Play to your strengths

  2. Uncomplicate to scale

  3. Consistency over chaos

As a CEO, these principles have guided me in building, scaling, and leading through one of the most disruptive shifts the SaaS industry has seen in decades.

Play to your strengths  
In my first few Ironman races, I tried to keep up with the veterans in the swim. Big mistake. I burned too much too soon and paid for it the rest of the way. Eventually, I learned that performance – in racing or business – isn’t about matching someone else’s speed. It’s about knowing your strengths, then pacing with purpose and trusting your own race plan.

The same lesson applies in setting an AI strategy. Every company wants to mimic the playbooks of the Googles or OpenAIs of the world. But not every company should — and that’s not a bad thing. As much as I admire my former colleagues at Google, we’re not trying to emulate them. Our race is different. Our landscape, resources, and goals aren’t the same.

The leaders of the AI race are the ones who know who they are and who they are not. Not every organization needs to become an AI research lab, developing new models and infrastructure from scratch. The best leaders will use AI to amplify their business’s strengths, such as improving customer experiences, streamlining operations, and driving efficiency, without losing focus on what makes them beloved by customers.

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