Harvard Business School's Ranjay Gulati told NDTV in March 2026 that companies must adopt AI with courage.
He warned that the line between courage and recklessness is thin, citing Kodak’s 10‑year runway belief that turned into a two‑year reality, and Google’s hesitation after publishing the Transformer paper.
Gulati urged firms to surface assumptions and plan for uncertainty, arguing that without clear scenario mapping the industry risks repeating Kodak’s misstep.
A former Kodak employee, now a consultant, recalled how the company’s 70‑percent margin film business collapsed when it overestimated its runway, underscoring the human cost of complacency.
He expects companies to publish a detailed AI strategy by the end of 2026, aligning their timelines with realistic market shifts.