ENCINITAS, CA - As AI continues reshaping competitive dynamics across public markets, a new analysis from technology executive and author Jason Riggs argues that execution velocity, not AI adoption itself, is emerging as the core driver behind outperformance in 2025.

Riggs, a former senior leader at Qualcomm (QCOM), GoPro (GPRO), and PAR Technology (PAR), says the market is now rewarding operators who use AI to compress decision cycles while penalizing organizations that continue to rely on slower legacy planning loops.

“AI has collapsed the cost of understanding a market,” Riggs said. “When information becomes effectively free, the advantage shifts entirely to the teams who can act on that information the fastest. Speed compounds. AI amplifies that compounding.”

Image courtesy of Hypersonic Publishing © 2025.

From Feature Layer to Operating System

Riggs points to companies like Meta Platforms (META) and Palantir (PLTR), both of which have leaned into rapid iteration and operational tempo over consensus-based decision structures. He argues these companies are modeling a new operating rhythm that traditional enterprise operators have not yet internalized.

“These teams do not wait for perfect clarity,” he said. “They ship, they iterate, and they let forward movement create alignment. That is the new competitive moat.”

Riggs describes the drag created by legacy planning systems as the “Analysis Tax.” He says it was not visible in quarterly earnings before AI, but it is now becoming clear in how quickly markets are separating high-velocity operators from slow-moving incumbents.

Speed Becoming a Financial Signal

Market behavior supports the thesis. Riggs points to widening divergence inside the iShares Expanded Tech-Software Sector ETF (IGV), where companies with faster iteration cycles are showing stronger compounding effects than peers that still emphasize long-range plans over rapid execution.

“Leadership teams are being evaluated not only on strategy,” Riggs said, “but on how fast they can turn insight into action. In an AI-accelerated economy, the penalty for slowness has never been steeper.”

About the Author

Jason Riggs is a technology executive and the author of The MACH-10 PM: AI-Powered Product Management at Hypersonic Speed. He advises enterprise companies on adopting AI-native operating models through his firm Perfect Wave AI Ventures. More analysis and frameworks are available at MACH10PM.com.

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