Framing our AI approach: Establishing professional policies

What does a comprehensive yet digestible AI policy look like for a professional services firm?

Geoff Wilson

I’m going to continue this article with the same starting statement I will use with all AI articles:  I’m still learning. We all are.

The question I and our team at WGP have been wrestling with is this:  Now that Generative AI (GAI) is in the popular lexicon and is beginning to permeate academia and some workplaces, what is an effective and flexible policy statement that informs our own practices around it?

My current answer is basically four points.  And, I would appreciate any reactions or feedback on how these policies might satisfy you as an executive or your customers if you are in similar professional services.  I’m also genuinely curious to understand what this leaves out.

Our emerging AI policy for WGP is encompassed in the following four policy points:

  • Be Human-Centered – Because no generative artificial intelligence will replace understanding and judgment required when navigating organizations, cultures, and individual relationships; we will always have a human-in-the-loop when it comes to content, recommendations, and basic communications (yes, even automated emails, which we will never use). This means our people must be expert at understanding what AI can and cannot do.

 

  • Be Secure – Generative AI will have the potential to “see” very complex data associations through even basic user provided data.  No proprietary data will be shared with generative AI platforms unless those platforms are trusted and certified as proprietary, walled, or otherwise data-safe. Otherwise, if we are feeding a GAI platform data or querying a GAI platform, we should treat those actions as if they were posted to social media.

 

  • Be Transparent – Use of AI as a force multiplier is quite possibly a general good. However, because it is not yet clear that generative AI platforms are reliable as to background facts, we will disclose when we use such tools to generate any content in a given document.  This communicates the risks associated with acceptance of such output, and it prevents our professionals from misrepresenting their own capabilities and work behind an AI shield.

 

  • Be Ethical – Every deployment of complex technology has ethical use questions.  We must remain independent in our recommendations on our and our clients’ use of AI in general as to its benefits, its risks, and its overall impact on society.  We will not recommend uses that, in our judgment, create net-negative impact when private and public benefits and costs are considered.

I will expand on these topics and why they are important in a later post.

I will reiterate that I am a learner in this space…it’s just too critical not to comment on.  I would be curious your reaction here.  What does this policy set leave out?

Framing our AI approach: The ethical conundrum

In a dog-eat-dog world, it’s important to know when you are the dog.

Geoff Wilson

I’m going to write this one with the starting statement that I think all articles on Artificial Intelligence should begin with:  I’m still learning.

Much is written about the disruption that is happening right at this moment due to AI and the quickening pace of AI development in everyday life.  A recent Forbes poll shows that 97% of CEOs and key decision-makers see AI playing a large role in their future operations.  And, if I’m really blunt: I don’t think 97% of CEOs and key decision-makers even know the scope of what AI is today or could do in the near future.

The implications are large and broad and the ignorance is real.  So, with that said, I have a distinct thought that we are going to be starved for ethical frameworks to manage through the emergence of AI.

This will be true a the macro level, where nation-states and overall political ideologies are going to wrestle with how to assimilate and regulate what’s coming (which for all intents and purposes looks to be an AGI–Artificial General Intelligence–that is far and beyond anything currently contemplated); and it will be true at the micro level where companies, households, and even individuals will have to re-orient to a world that can be engineered in the blink of and eye toward some exceedingly negative outcomes.

I liken the world we are entering to the late 1800’s and the emergence of industrial monopolists and trusts. Some of the builders of our modern world were in many ways economic predators who captured power and wealth by pillaging livelihoods and social structures–even if unknowingly.  Regulatory frameworks had to catch up.  Ethical frameworks had to catch up.  And the benefit the world had “back then” was that the world generally moved at the pace of the telegraph and the locomotive.

We are emerging into a world that not only has a similar lack of readiness in our regulatory and ethical frameworks, but that also moves at light speed. 

In the annals of competition, one of the more glaringly instructive contests was the race to the South Pole undertaken between dueling expeditions led by Robert Falcon Scott (the “Terra Nova” Expedition) and Roald Amundsen (the “South Pole” expedition) in the early 1910’s.  Rather than recount the full story here, I’ll merely offer an anecdote.

Among the competing choices made by Scott and Amundsen were different choices of transportation. Scott famously attempted to deploy “motor sledges” (essentially early snow tractors) and horses.  Amundsen went with dogs.  The choice seems mundane at first, but the implications are astounding.

First of all, after the motor sledges failed Scott as internal combustion engines were prone to do in the early 1900’s, he became dependent on horses, which were not well adapted to the cold (horses sweat when working…sweat freezes).  Not only that, but the Scott expedition had to carry food for the horses, which was heavy.  Add to that the human attraction for noble horses, and its accompanying emotional burden felt by the men not willing to let their horses suffer, and you end up with a real logistical and emotional (dare I say ethical) conundrum.  Scott’s expedition ended up “man-hauling” their sleds and supplies hundreds of miles to the pole, and even farther back–and yes, this is as terrible as it sounds.  In the end, all of the members of the team who reached the South Pole starved and died.

Charming story, right?

Amundsen’s expedition did something entirely different.  They chose skis for the men, and dogs to tow their sleds. And, they used the fact that dogs are one type of animal not revulsed by cannibalism. In other words, when the going got tough, Amundsen fed his dogs to his dogs.  He sacrificed the weaker animals for the survival of the stronger ones and their masters. For most of us, this strategy sounds gruesome.  It was also an ingenious solution to a massive logistical challenge. Amundsen’s expedition skied and sledded to the Pole–arriving weeks ahead of Scott– then returned without loss of life or even relative difficulty.

Amundsen won because this and many other of his choices–no matter what you think of the stomach they took–ultimately were better that Scott’s.

Now, why do I bring up this anecdote in framing up the ethical conundrum we face in our march toward AGI?

It’s because of this:  At this moment, we view choices that require strong stomachs with some admiration, and even when we do not, we admire those who make such choices as “impressive” humans.  John D. Rockefeller made many, many predatory decisions in building Standard Oil into possibly the largest store of wealth in the world during the 1800’s.  He was vilified by some, and admired by others.

Without doubt, though, he was the “Amundsen” of the story.  He was the winning master who pitted dog against dog. We lionize JDR for his wealth and philanthropy, even today.

In the future, though, we have real reason to fear that the “master”–the Amundsens of future competitive arenas–will be non-human.  And that, my friends, means we stand a good chance of being merely the dogs.

In a dog-eat-dog world, it’s important to know when you are the dog and not the master.

I was recommended Lex Fridman’s podcast from April (#371) with Max Tegmark.  Tegmark is a physicist and AI researcher at MIT who is decidedly negative on the likely outcomes of the AI revolution. And, he has many compelling views. One that stuck with me is that, in his view the first mass deployment of AI into the human world has been within the social media space…and we humans have lost that battle in spades.

In other words, when it came to deploying AI into social media, AI models keyed in on our human habits of tribalism, sectionalism, and hatred; and they had us eat each other alive.  All of this was ostensibly because the AI was “only” looking for a way to increase “engagement” on silly social media sites.

So what happens when an AI is not only making marketing and entertainment decisions (some of which have already led to massive social dislocation, strife, suicide and death), but also decisions on transportation, health, governance, corporate strategy, and social policy?  What happens when humans are no longer the Amundsen?

I’ll continue this line of thinking.  I firmly believe we will need not only fantastically facile management of how and when to deploy AI–which will change our world further than it has already–but also exceptional judgment and guidance on why we deploy it and how we can test and refine it to avoid unintended consequences.

This will be true for executives, and it will be true in spades for political and social leaders whose power is, by definition, even less regulated than business executive power.

Watch this space for more, and please…share your comments.

I will reiterate that I am a learner in this space…it’s just too critical not to comment on.  Now it’s your turn…what do you think about the ethical implications of AI deployment?

Writer’s blecch: The season of blogging discontent

Here’s a little post just to get the juices flowing again.

It has been quite possibly the longest time between blog posts I’ve taken since launching this thing three years ago, and I’m not proud of that.  Between the demand of a nicely-diversified consulting practice, a good helping of friends and family, and a bit of angst with current events, I’ve just been un-mused.

It’s not that I haven’t seen strategic topics worth writing about.  I mean, here are the topics in my list.  Maybe you’d like them. The possibilities are endless:

  1. Maybe I could I pile onto the debacle that is unfolding at GE as CEO succession leads to a cost-cutting “renewal?” The title for that one might be “Ground the jets, it’s time to make a statement.”
  2. Or, perhaps it would be fun to wade into politics with a screed on how our demand for speed and 140 letter concise-ness in all things is leading us to be binary thinkers on pretty much any topic.  Maybe I could call it “You are either with me or against me so shut up.”  Or, better yet, “Antifa thinks you are un-cool so I hate you too.”
  3. Then, there’s the possibility to write on listening because, I mean, what better way to teach people to listen than to use a one-sided medium like a blog.  I might call that one “Listen to me while I talk at you.” Or, I could go with a Trumpier title like “I’m right-er than you.”
  4. Of course, there’s always fodder in the press about the economy, like how we are heading toward labor force Armageddon and how maybe a looser immigration policy might actually be good for economic growth.  We could call that one “maybe we should put a few more gates in that wall, after all.”
  5. Then, of course, there are other great business leadership topics that come to mind from time to time, like how too many people think strategy is–for some reason–sexy, but sales is greasy and grimy.  I could call that one “No business ever went anywhere without sales, but plenty of businesses have no strategy.”
  6. Or, maybe there is a chance to write on how men don’t have the monopoly on harassment in the workplace.  Maybe I can call that one “#Metoo and it’s no joke.” It’s unlikely that one gets written, folks. Too much water under that bridge.

There are plenty of options. But it’s just that I’ve been a bit overcome by the things I mentioned above, and perhaps a bit emotionally nagged by the onslaught of storms, mass murder, fires, a death in the family, and revelations of political and corporate malfeasance.  Indeed, I’ve been nagged enough to wonder whether commentary is really just another way of escaping responsibility.

Perhaps it’s not, but I needed to take a break.  I guess you could say that I had a case of writer’s blecch.

Hope your October is going swimmingly (well, at least not in a flood).

Links that made me think: Golf, traumatic stress, first impressions, and other things

This week’s reads and resources to provoke thoughts on strategy, leadership, life, and other things.

Geoff Wilson

Every week, I get to devour a hefty heap of digital content in service to our clients and partners. As I sift through the internet on this mission, I discover things that are relevant to business, strategy, leadership, and life in general. As I do so, I’ll share some pieces that I think are thought-provoking treasures. Here are a few articles and resources I found particularly interesting and valuable this week. Enjoy the feast—or at least whet your appetite.

  • A perspective on moving people to jobs vs. jobs to people.  Bloomberg
  • A blood test may be able to diagnose Post Traumatic Stress Disorder in veterans.  But, what’s the implication for your disability policy?   Telegraph
  • A while back, a U.S. Amateur golfer disqualified himself for his caddie’s error.  Would you?  Golfworld

Dig in, let me know what you think, and have a great week!

GW

Links that made me think: University Degrees, Cross-Cultural Leadership, Construction Inefficiency, and more

This week’s reads and resources to provoke thoughts on strategy, leadership, life, and other things.

Geoff Wilson

Every week, I get to devour a hefty heap of digital content in service to our clients and partners. As I sift through the internet on this mission, I discover things that are relevant to business, strategy, leadership, and life in general. As I do so, I’ll share some pieces that I think are thought-provoking treasures. Here are a few articles and resources I found particularly interesting and valuable this week. Enjoy the feast—or at least whet your appetite.

  • More evidence that where you stand depends on where you sit. Value of a university degree differs by geography. – The Economist
  • The customer you’re serving today may not be the customer you should be serving. That means the customer may not always right. – Alec Saric on LinkedIn
  • When trying to work across cultures, focus on authority first. – Harvard Business Review
  • When big, bold, audacious exclamations conflict with your trusted engineers: Tesla’s engineers disagree with Elon Musk. – Wall Street Journal
  • Where has productivity decreased the most in America? Try the construction industry. Why? Regulation, customization, and some toxic effects of good old profit maximization. – The Economist

Dig in, let me know what you think, and have a great week!

GW

Links that made me think: Leadership ROI, Resilience, Chinese Innovation, and more

This week’s reads and resources to provoke thoughts on strategy, leadership, life, and other things.

Geoff Wilson

Every week, I get to devour a hefty heap of digital content in service to our clients and partners. As I sift through the internet on this mission, I discover things that are relevant to business, strategy, leadership, and life in general. As I do so, I’ll share some pieces that I think are thought-provoking treasures. Here are a few articles and resources I found particularly interesting and valuable this week. Enjoy the feast—or at least whet your appetite.

  • If you say it, you probably ought to mean it. How a corporate mission can drive young workers away. – BBC
  • Why venture capitalists might stop trying to be friendly, and how it could be Uber’s fault. The end of founder-friendly. – Fortune
  • Turns out overly resilient people either stay with bad bets too long, or have tendencies to lead as authoritarians. The dark side of resilience. – Harvard Business Review
  • How a new model of innovation being deployed in China shows the value of short decision loops in the product development process. – Boston Consulting Group
  • Invest your time and energy in the right things. What your leadership return on investment is. – ThoughtLEADERS

Dig in, let me know what you think, and have a great week!

GW

Links that made me think: Automated Sewing, Emojis, Passwords, Fat Cattle, and more

This week’s reads and resources to provoke thoughts on strategy, leadership, life, and other things.

Geoff Wilson

Every week, I get to devour a hefty heap of digital content in service to our clients and partners. As I sift through the internet on this mission, I discover things that are relevant to business, strategy, leadership, and life in general. As I do so, I’ll share some pieces that I think are thought-provoking treasures. Here are a few articles and resources I found particularly interesting and valuable this week. Enjoy the feast—or at least whet your appetite.

  • Yeah, but can you automate this? An Atlanta-based company automates complex sewing. – Innovation in Textiles
  • Using emojis in work emails might make you look less competent. – International Business Times
  • Turns out PuppyMonkeyBaby (creepiest advert ever?) is probably a better password than 5223@@#. Old password rules were … wrong. – WSJ
  • If you help people learn how to care, they tend to engage more. Kids who are taught to be more empathetic grow up to be voters. – NY Mag
  • It’s probably not because of smartphones and Netflix. How did U.S. cattle and hogs gain so much weight? – Sara Menker

Dig in, let me know what you think, and have a great week!

GW

Links that made me think: 3D Printing, Autonomous Deere, Obamacare, College Football, and more

This week’s reads and resources to provoke thoughts on strategy, leadership, life, and other things.

Geoff Wilson

Every week, I get to devour a hefty heap of digital content in service to our clients and partners. As I sift through the internet on this mission, I discover things that are relevant to business, strategy, leadership, and life in general. As I do so, I’ll share some pieces that I think are thought-provoking treasures. Here are a few articles and resources I found particularly interesting and valuable this week. Enjoy the feast—or at least whet your appetite.

  • Turns out, this stuff is hard. John Deere has learned that autonomous tractors aren’t easy to make. – Quartz
  • This can’t hurt the resale value. Daimler starting to 3D print parts for old trucks. – Digital Trends
  • When it comes to Obamacare, the things that drive up premiums are the things nobody wants to get rid of. In other words, politicians are grandstanding … again. – The Weekly Standard
  • A 75-year study shows that there is one thing that keeps us happy, and it isn’t money. – Ideapod
  • The next big technology trend could be made of really tiny things. – Strategy+Business
  • Hey, it’s almost football season, so why not have a look at the seedy underbelly of big-time college football? Did you know that your favorite team probably voted against schools having the option to provide four-year scholarships to athletes? – Slate

Dig in, let me know what you think, and have a great week!

GW

Links that made me think: Bond Market Bubble, Pot Epcot, Automated Heart Diagnosis, and more

This week’s reads and resources to provoke thoughts on strategy, leadership, life, and other things.

Geoff Wilson

Every week, I get to devour a hefty heap of digital content in service to our clients and partners. As I sift through the internet on this mission, I discover things that are relevant to business, strategy, leadership, and life in general. As I do so, I’ll share some pieces that I think are thought-provoking treasures. Here are a few articles and resources I found particularly interesting and valuable this week. Enjoy the feast—or at least whet your appetite.

  • You don’t have to like him or even believe him, but Alan Greenspan sees no stock excess, warns of bond market bubble. – Bloomberg
  • What do the smartest companies look like? Have a look at this list. – MIT Technology Review
  • Everybody is talking about the “Internet of Things,” and only a few can define it well. Some thoughts here on what it takes for an organization to go IoT. – Network World
  • It’s because we’re all jealous: The brutal truth about why everybody else resents millennials. – Inc. 
  • I’ll bet the local Frito-Lay distributor is ecstatic: Marijuana company buys a town envisioning cannabis Epcot Center. – Marijuana Business Daily
  • One more step toward a higher quality, automated medical profession: Stanford computer scientists develop an algorithm that diagnoses heart problems with cardiologist-level accuracy. – Stanford.edu

Dig in, let me know what you think, and have a great week!

GW

Links that made me think: Tech HQs, Business Insights, Net Promoter Scores, El Capitan, and more

This week’s reads and resources to provoke thoughts on strategy, leadership, life, and other things.

Geoff Wilson

Every week, I get to devour a hefty heap of digital content in service to our clients and partners. As I sift through the internet on this mission, I discover things that are relevant to business, strategy, leadership, and life in general. As I do so, I’ll share some pieces that I think are thought-provoking treasures. Here are a few articles and resources I found particularly interesting and valuable this week. Enjoy the feast—or at least whet your appetite.

  • Tech giants—notably led by Apple—are investing billions in crystal palaces. Value creation or boondoggle? – The Guardian
  • How often do you find business insights in unconventional places? – thoughtLEADERS Blog
  • Why looking at other companies’ net promoter scores may miss the point.  – Genroe
  • Alex Honnold’s free solo of El Capitan, and the preparation it actually took to get there. – The New York Times
  • Glassdoor might not be quite as anonymous as you think, if the courts have their say. – The Ladders
  • An article on office jargon that I thought you might be able to leverage. – The Telegraph

Dig in, let me know what you think, and have a great week!

GW