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Leon's Newsletter · May 15, 2026

You Can’t Delegate Your Way Into Understanding AI

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Leon Coe · Leon's Newsletter

A lot of companies accidentally adopted AI overnight.

Someone approved ChatGPT Enterprise, Microsoft Copilot, Gemini, Claude, or a vertical AI tool. Licenses went live. A few curious people started using it constantly. Most employees tried summaries, emails, meeting notes, prompts they saw online.

Leadership heard enough success stories to believe something was happening.

Then the uncomfortable question arrived:

Did we actually adopt AI, or did we just buy access to it?

That’s where most companies are right now.

They have the tools and they have usage. They might even have champions, policies, committees, and a list of promising use cases, but The Business hasn’t meaningfully changed. The operating rhythm is mostly the same.

You can delegate implementation. You can delegate vendor research. You can delegate policy drafts, workflow audits, technical buildout, team training.

You cannot delegate your way into understanding AI.

At some point the technology has to become real to the people making decisions about the business. Real in the context of their own work, constraints, and bottlenecks.

Until that happens, every AI strategy conversation is happening one layer removed from reality.

There’s a missing layer in corporate AI adoption, and it has a name: executive AI judgment.

Not AI literacy. Literacy means you know the vocabulary. Judgment means you can tell the difference between a toy and a tool. Between a demo and a durable productivity gain. Between a prompt trick and a changed workflow.

That kind of judgment doesn’t come from reading about AI. It comes from using the technology close enough to your own work that your imagination gets recalibrated.

I’ve watched this happen enough times that I no longer think of it as a training problem.

An executive sits down thinking they’re there to “learn AI.” Within an hour the conversation changes. They stop asking what the tool can do in the abstract and start bringing it real constraints. A board update that needs to be clearer. A sales process that feels inconsistent. A hiring decision with too many soft signals. A leadership meeting that generates motion but no decisions. A customer segment everyone talks about but no one has properly mapped.

The shift isn’t that they learned a prompt. The shift is that they felt a new kind of leverage against work they already understood.

That’s the moment that matters.

Before that moment, AI is an abstraction. After it, AI becomes a strategic lens.

Most AI adoption advice starts in the wrong place. It starts with tools. Or prompts. Or use cases. Or employee training. Or a roadmap. All of those matter but none are the foundation.

The foundation is leadership learning how to steer intelligence.

Steering means giving context, setting constraints, defining success criteria, forcing another pass, recognizing when an answer is shallow, knowing when the model needs better inputs, branching into parallel attempts, sensing when the conversation has gone stale.

Most executives don’t need to become technical AI people. They do need to become good steerers. Fortunately, it’s a leadership skill, and most of them are more primed for it than they realize.

And it matters because AI is most valuable in exactly the places where executive work is hardest: ambiguity, tradeoffs, incomplete information, competing priorities, messy context, decisions with no perfect answer.

AI is useful for simple tasks but that’s not where the outsized advantage for business is.

AI’s unique value shows up when you’re working on something uncertain and important. When you need to test five framings instead of one. When you need to turn scattered information into a decision. When you need to think through second-order consequences before you act.

This is where most people underestimate AI.

They try it on low-stakes work. They get low-stakes value. They assume they’ve seen the ceiling. They haven’t. They’ve seen what happens when you use a high-leverage tool on low-leverage work.

Executives shouldn’t learn AI by asking it to summarize generic articles or write cute emails. They should learn it by bringing it the work that already has weight:

  • Board, lender, and investor communication

  • Sales and customer strategy

  • Hiring and talent decisions

  • Operating cadence and meeting prep

  • Market, competitor, and acquisition diligence

  • Strategic memos and pricing analysis

  • Policy decisions and performance conversations

Leadership work is mostly context, judgment, communication, and follow-through. AI today is unusually good at the raw material of all four. It can gather and compress context, challenge assumptions, produce alternative framings, turn messy notes into structured options, simulate objections, draft communications at different levels of force, compare decisions against criteria, help a leader think twice before acting once.

A lot of weak AI usage has the same shape. Ask a vague question. Get a plausible answer. Accept it or reject it based on vibes.

That’s not serious work.

Serious AI usage has a standard. What does good look like? What decision is this supporting? What audience is this for? What constraints matter? What would make this wrong? What would make this useful? What should be preserved, challenged, shortened, expanded, made more direct?

The better the standard, the better the output.

AI doesn’t remove the need for judgment. It increases the return on judgment.

A person with weak judgment uses AI to create more polished mediocre work. A person with strong judgment uses AI to expand the surface area of their thinking.

This distinction matters more at the executive level than anywhere else.

The more dangerous risk is that leaders never learn to ask it serious enough questions.

If your only experience with AI is a few generic prompts, a vendor demo, or secondhand reports from the team, you’ll underestimate it in some places and overestimate it in others. You’ll miss the places where it could matter.

You cannot develop taste for a new medium from a distance.

This is why the typical AI adoption sequence is backwards. Most companies start with employee access. Then employee training. Then a search for use cases. Then a roadmap. Then executive alignment.

The better sequence is almost the inverse:

  1. Leadership fluency

  2. Business assessment

  3. Roadmap

  4. Employee training

  5. Implementation

Employee training is essential but employees are also looking to leadership to define what AI means inside the business.

If leadership hasn’t built its own judgment first, training becomes a collection of tips inside an unchanged operating model. People get faster at pieces of work. No one has decided which work should be redesigned, consolidated, governed differently, delegated to agents, or stopped altogether.

Employees can improve the work. Leaders decide whether the work should still exist in that form.

A sales manager might use AI to write better follow-ups. Useful. An executive with AI judgment asks a different question: why are follow-ups so inconsistent in the first place?

What customer context should every rep have before a call? What should be synthesized from the CRM, call transcripts, emails, proposals, support history? Which parts of the sales process should become more human because AI has handled the preparation? Which parts should become more standardized because variance is costing revenue?

A hiring manager might use AI to draft interview questions. Useful. An executive with AI judgment asks something different: do we actually know what great performance in this role looks like?

Are we hiring for traits we can evaluate, or vibes we can’t defend? Could we turn our best internal knowledge into scorecards, onboarding paths, manager guides, performance expectations? Where are we letting every department reinvent the same role definition from scratch?

A leadership team might use AI to summarize meetings. Useful. An executive with AI judgment asks: why do our meetings produce so much residue?

Why aren’t decisions clearer before people walk in? Why does follow-through depend on memory and personality? Could AI help us turn messy inputs into decision briefs before the meeting, then turn the meeting into owners, tradeoffs, risks, and next actions after?

AI changes the amount of context leadership can hold, the number of options it can test, and the speed at which ambiguity becomes usable.

When leadership has felt this personally, the business assessment gets sharper.

The question is no longer “where could we use AI?” That question is too broad to be useful.

The better questions are concrete:

  • Where do we repeatedly turn messy information into decisions?

  • Where do expensive people spend time formatting, searching, summarizing, translating, re-explaining?

  • Where does quality depend too much on one person’s memory or taste?

  • Where do customers feel inconsistency?

  • Where do managers avoid hard conversations because the prep is too scattered?

  • Where do we have data but not insight?

  • Where do we have meetings because the system can’t think?

  • Where would faster iteration change the economics of the work?

A better roadmap comes after leaders have personally experienced the shift from “AI can help me do a task” to “AI changes how this work should be structured.” Only then does team training become truly useful.

Now employees aren’t just being taught a tool. They’re being trained into a direction. They understand where leadership wants leverage, what quality bar matters, what risks are unacceptable, what workflows are being redesigned, how their role should evolve.

That’s a stronger version of adoption than handing out access and hoping the best users pull the company forward.

The order matters.

Mature AI adoption moves through three phases:

Phase 1: Access. Buy the tools. Turn them on. Watch what happens.

Phase 2: Judgment. Leadership develops direct contact with the technology. The business gets seen through a new lens.

Phase 3: Redesign. Workflows, roles, meetings, and decisions get restructured around the new leverage.

Most companies are stuck between Phase 1 and Phase 2. They have enough AI activity to know the technology matters. Not enough organizational clarity to know what to do next.

That gap won’t close on its own.

It closes when leaders stop treating AI as something the company is doing “over there” and start treating it as something that changes how they themselves think, decide, communicate, and operate.

If you’d like to learn more about how to drive practical AI adoption across your organization or enhance your own executive AI Judgement, reach out.

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