The So What from BCG

AI innovation no longer flows in one direction. Jeff Walters, who leads the AI topic in Asia Pacific, explains why companies across China, India, and Southeast Asia are moving at speed—and in some cases pulling ahead. For CEOs, the real differentiator isn’t geography. It’s leadership ambition, organizational change, and the willingness to rethink knowledge work from the ground up.Learn more: Jeff Walters, Managing Director & Senior Partner, https://www.bcg.com/about/people/experts/jeff-waltersAI at Work: Is Asia Pacific Leading the Way? https://www.bcg.com/publications/2025/ai-at-work-is-asia-pacific-leading-the-wayThe Widening AI Value Gap, https://www.bcg.com/publications/2025/are-you-generating-value-from-ai-the-widening-gapLatest Thinking on AI, https://www.bcg.com/capabilities/artificial-intelligence/insightsChapters:00:00 Introduction00:59 AI Evolution Across Asia03:15 Factors Driving AI Adoption in Asia04:20 How Do AI Attitudes Differ Globally?06:00 CEOs’ Priorities to Unlock Value from AI08:45 Asia’s AI Role vs. Silicon Valley10:03 Information Asymmetry in AI: East vs. West10:58 What to Learn from Asia’s AI Ecosystems11:49 Which Asian Sectors Are Deploying AI Fastest?13:36 What Are Dark Factories–and Why Do They Matter?14:04 Who Will Lead AI Transformation over the Next Decade?15:35 Why Is AI Adoption Slower in Some Asia Pacific Markets?16:26 Asia Pacific Innovation by Region17:30 Which Sectors Lead AI Transformation?19:52 What Steps Should Leaders Take to Accelerate AI Impact?21:47 The "Now What"22:35 Outro (edited)Subscribe to BCG’s YouTube channel: https://goo.gl/hsFsVT Visit us at https://www.bcg.comThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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-telcoChapters00:00 Introduction 00:44 Where TMT companies stand on AI adoption02:32 The boardroom shift from AI pilots to scale03:11 Building AI into business agendas03:49 AI adoption patterns across industries 04:37 Leaders need to see quarterly results05:22 Why AI can't run as a three-year program05:59 What separates AI winners07:22 Why structure needs to change07:52 Where friction blocks AI value creation09:19 How to focus amid technology noise10:00 The mindset shift to move from AI pilots to P&L10:30 What scaling AI in telecom looks like12:08 The role of humans in an AI-driven operating model13:28 What the next 18 months will look like13:55 Will AI drive mergers?15:10 Is It harder for legacy companies to compete in AI?15:36 How AI-driven change will impact consumers16:44 If you're stuck in the pilot phase17:45 Physical AI at MWC Barcelona18:11 OutroSubscribe to BCG’s YouTube channel: https://goo.gl/hsFsVT Visit us at https://www.bcg.comThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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-show32Learn More:Judith Wallenstein, Managing Director & Senior Partner, Global Lead, CEO Advisoryhttps://www.bcg.com/about/people/experts/judith-wallensteinKhadija Ben Hammada, Member of the Executive Board and Chief People Officer for Merck KGaA, Darmstadt, Germanyhttps://www.emdgroup.com/en/company/management/executive-board/khadija-ben-hammada.htmlSubscribe to BCG’s YouTube channel: https://goo.gl/hsFsVTVisit us at https://www.bcg.comChapters(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) OutroThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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.Learn More:Maurice Berns, Chair, BCG Center for Energy Impact https://www.bcg.com/about/people/experts/maurice-bernsAsheesh Sastry, Managing Director & Senior Partner https://www.bcg.com/about/people/experts/asheesh-sastryThe Energy Transition’s Next Chapter https://www.bcg.com/publications/2025/global-energy-landscape-next-chapterBCG Center for Energy Impact https://www.bcg.com/industries/energy/center-for-energy-impact/defaultAbout the Energy Transition https://www.bcg.com/industries/energy/energy-transitionThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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: Tuukka Seppa: https://www.bcg.com/about/people/experts/tuukka-seppa BCG’s Latest Thinking on Business Transformation: https://www.bcg.com/capabilities/business-transformation/insights CEO’s Guide to Growth in 2026 article: https://www.bcg.com/publications/2026/the-ceos-guide-to-growth-seizing-opportunity BCG at Davos 2026: https://www.bcg.com/about/partner-ecosystem/world-economic-forum/davos 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 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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/4lZrWlaMartin Reeves: https://on.bcg.com/4lXaAVXWinning in the 20s: https://on.bcg.com/4lpe1ooWinning the ’20s: A Leadership Agenda for the Next Decade: https://on.bcg.com/40iscDsThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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] to Georgie and thank you all for making the podcast a success!This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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: BCG’s Latest Thinking on Consumer Products: https://on.bcg.com/4oLtmBB BCG on the Fashion Industry: https://on.bcg.com/4oJzSZh How Gen Z and Gen Alpha Are Rewiring the Fashion Industry: https://on.bcg.com/47LxcEH More on Fashion's Next Gen: https://www.linkedin.com/posts/christine-barton-486ab_retailleadership-genz-ai-activity-7395127354852839424-UpRu?utm_source=share&utm_medium=member_desktop&rcm=ACoAACCYnPQBE42Xbwt6tSxmjChbfZwsa6uBvxcChapters: 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 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

AI is rising on the agendas of global CEOs, according to the latest edition of the CEO Radar. But a surprising number of chief executives are still struggling to embed the technology into their businesses. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Vlad Lukić, BCG Global Leader of Tech and Digital Advantage, to explore how CEOs can compare themselves to their peers when it comes to corporate integration of AI. Presented by BCG.Listen to The CEO Radar: https://sponsored.bloomberg.com/immersive-story/bcg/the-ceo-radar-q4-2025 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Space isn’t just for rockets and research anymore. Satellite technology drives precision navigation, automation, and connectivity—quietly powering everything from farming to finance. Troy Thomas, BCG’s global lead for space business, explains why CEOs need a deliberate space strategy to stay ahead of disruption and unlock new growth.   Learn More: Troy Thomas: https://on.bcg.com/4qhq5ea BCG on the Space Sector: https://on.bcg.com/4hohjqS Space Services Are the Next Frontier for Industrial Companies: https://on.bcg.com/47zs3za GAIA: A Foundation Model for Operational Atmospheric Dynamics: https://arxiv.org/abs/2505.18179 GAIA Foundation Model is available for download: https://huggingface.co/bcg-usra-nasa-gaia Chapters 00:00- 01:16 Introduction/Troy’s ‘So What’ 01:17-01:57 What would a day look like without space? 01:58-04:02 How big is the space industry? 04:03-06:01 The three pillars of space 06:02-08:05 What pillar is the most significant for growth? 08:06-10:40 What can space tech really do for a company? 10:41-12:50 Does every company need a space strategy? 12:51-14:22 What does a good space strategy look like? 14:23-15:52 How do you manage risks? 15:53-16:55 Why would you own your own space assets? 16:56-19:13 Is there enough space in space? 19:14-20:33 BCG’s work with NASA 20:34-22:21 How will space impact the future? 22:22-23:04 Troy’s ‘Now What’ 23:05-23:18 Outro This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

The like button is more than a symbol — it’s a case study in how innovation really happens. Martin Reeves, chairman of the BCG Henderson Institute and co-author of Like: The Button That Changed the World, unpacks the messy, social, and often surprising process behind major breakthroughs — and what leaders can learn from it as they navigate the AI era. Learn More:  Martin Reeves: https://on.bcg.com/4pWlAph Like: The Button That Changed the World: https://www.amazon.com/Like-Button-That-Changed-World/dp/B0D8XM8GZT What the Like Button Can Teach Us About Innovation: https://on.bcg.com/48MmONK Vote for Georgie Here: https://vote.lovieawards.com/PublicVoting#/2025/podcasts/features/best-hostsChapters: 00:00-01:18 Introduction 01:19-02:50 The Story of ‘Like’ 02:51-03:42 Was the like button an invention? 03:43-05:00 Why do we like to ‘like’? 05:01-05:31 Is online liking the same as real world liking? 05:32-06:38 What has been the economic impact? 06:39-08:01 How to get innovation right 08:02-08:28 How do you foster an innovative environment? 08:29-09:33 What role does storytelling play? 09:34-12:10 The like button and regulation  12:11-13:21 What lessons can be applied to new tech? 13:22-14:31 The structure of the book14:32-16:44 Surprises when researching for the book 16:45-17:57 The business of thought leadership 17:58-18:46 What is the future of thought leadership? 18:47-19:34 What is next for innovation? 19:35-20:01 Outro This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

AI and data help tell us what people do, but not why. Lauren Taylor, global leader of BCG’s Center for Customer Insight, makes sense of the mixed signals that consumers give off. To truly understand what drives people, businesses of course value robust, real-time data. But they also must uncover the context, motivators, and human truth behind every choice. Learn More:Lauren Taylor: https://on.bcg.com/4nfwZ1A BCG’s Latest Thinking on Customer Insights: https://on.bcg.com/46iy6Yt The Paradox of Pessimism: Why Gloomy Consumers Keep Spending: https://on.bcg.com/3Ir7FH2 Unpacking the $15 Trillion Opportunity in Leisure Travel: https://on.bcg.com/4gGyCTI Mapping the Consumer Touchpoints That Influence Decisions: https://on.bcg.com/3IBLBcD GenAI’s Role in Customer Insights: Think "And" Not "Or": https://www.linkedin.com/pulse/genais-role-customer-insights-think-ajr3c/ Chapters 00:00 Introduction/Lauren’s ‘So What’ 01:26 How can businesses cut through the contradictions and understand what customers want? 02:49 Should companies just ignore what people say? 03:19 What is consumer sentiment? 04:38 What can businesses really learn from consumers? 05:36 What factors play into the say-do gap? 06:21 How much does emotion shape what people buy? 07:46 How and why should businesses deaverage the customer? 09:09 How nuanced is motivation across different regions? 10:18 What parts of the customer journey shape what people choose? 12:11 Has AI helped us better understand customers or made things more confusing? 12:53 How can companies make sense of conflicting signals? 13:52 How is AI changing the way that we understand consumer behavior? 14:47 With data available, why is it critical for businesses to still talk to customers? 16:20 What mistakes are companies making when it comes to listening to their customers? 17:08 What should companies look for in sentiment signals? 17:33 Lauren’s ‘Now What’ 18:05 Do milestone moments matter? 18:28 OutroThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

M&A activity is waking up, but many companies are reluctant to leap into the fray. Daniel Friedman, BCG’s global leader of transactions and integrations, explains why bold moves now could pay off. Waiting may feel safe, but the cost could be forfeiting once-in-a-decade opportunities. Learn More: Daniel Friedman: https://on.bcg.com/4mWHyGW Mid-2025 M&A Insights: https://on.bcg.com/3V6ENGF BCG’s Latest Thinking on M&A: https://on.bcg.com/4ndP9QU BCG’s M&A Sentiment Index: https://on.bcg.com/3VEdBzb Chapters: 00:00-02:56 Intro/Daniel’s ‘So What’ 02:57-04:34 What is different now vs. the beginning of the year? 04:35-06:13 How quickly will the market recover? 06:14-08:20 What regions and sectors are particularly active? 08:21-09:01What are risks that could impede recovery? 09:02-10:26 What is wrong with waiting on the sidelines? 10:27-12:00 Do downturn deals tend to deliver more value than boom time deals? 12:01-13:25 What can a company to do ensure that it finds the right deal? 13:26-17:02 How has M&A changed in a more uncertain world? 17:03-18:03 How will AI evolve? 18:04-19:45 What are the winners doing right in this new environment? 19:46-21:16 The ‘Now What’ 21:17-21:33 OutroThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp