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Founder Notes 2026-06-21 · David Steel

Speed of strategy now beats quality of strategy

The classic argument for investing in strategy quality goes like this: you have limited shots, so each shot has to count. Good strategy is about choosing carefully, because changing course is expensive. Analysis extends the decision window because the cost of a wrong turn is high.

That argument rested on a premise that is no longer fully true.

When execution is cheap, changing course is cheap. When changing course is cheap, you do not need to pick right the first time. You need to pick fast and learn faster than the person across the table.

This is the shift agents have forced on me personally, and I think it is the least understood structural change in what a CEO's job looks like right now.

Before: strategy as bet-sizing

Before I had agents running operations, strategy was fundamentally bet-sizing. Every initiative required human time to execute. Human time is the scarcest, most expensive resource any small company has. You had to sequence. You had to choose. The penalty for a wrong strategic direction was not just the bad outcome at the end. The penalty was the weeks of human capacity you burned executing a direction that turned out to be wrong.

This made every strategic decision load-bearing. You analyzed longer. You consensus-built wider. You prepared detailed plans because the plan was the only guardrail against wasted execution. You tried to make the best possible choice before committing, because once you committed, the cost of reversing was high.

Planning cycles were long. Quarterly was the standard. Annual for anything significant. The long cycle was not laziness. It was rational. The cost of wrong was so high that the time spent analyzing paid for itself.

The CEO who was right 70% of the time but chose slowly lost to the CEO who was right 80% of the time and chose at the same pace. The premium was on quality of judgment, not speed of cycling through options.

After: strategy as iteration rate

Now I have Radar running chief-of-staff operations, Dash scanning analytics across every account, Dirk working the sales pipeline, Pulse watching retention signals, Pepper triaging every client email, Crystal tracking project health, Arin managing call center performance, Nick generating cold outreach, and Tally keeping the scorecard current. The humans on the chart, Bogdan as COO and Janine in accounting, own the judgment calls those agents cannot make.

When I form a new strategic hypothesis, I can test it without first queuing up human execution capacity. The agents carry the operational work. I point them at a new direction, and execution begins within hours, not weeks.

The consequence is that the cost of a wrong strategic direction has dropped by roughly an order of magnitude. Not to zero. Redirecting agents has real cost too. But the ratio between analysis time and execution cost has inverted.

This changes the optimal strategy completely.

If I spend two extra weeks analyzing before committing to a direction, I have bought maybe a 10% increase in the probability that I pick right. But I have also lost two weeks of learning that I could have captured by running the experiment and seeing what actually happened. In a world of cheap execution, the experiment usually beats the analysis.

The CEO who iterates faster now beats the CEO who analyzes better.

What this does to the strategy-making process

The before/after is not just philosophical. It shows up in very specific ways in how I run the company.

Before, I would hold strategic decisions until I had high confidence. I would gather data, model outcomes, talk to advisors, build consensus. This was slow but defensible. Every stakeholder had been consulted. Every downside had been mapped.

Now I hold strategic decisions until I have a clear hypothesis and a way to measure whether it is working. Then I run it. I set a time box. I watch the numbers. I kill it or extend it based on what the data says, not based on what I predicted.

The planning horizon has collapsed from quarters to weeks for most operational strategy. The decision making is faster and less consensus-driven, but the feedback loop is tighter and more honest. Agents do not have opinions about whether the direction makes sense. They execute the direction and produce data. That data is a better input to the next decision than most planning cycles produce.

The MIT CISR Enterprise AI Maturity research found that Stage 4 firms, the ones with genuine AI integration at the operating level, run 13.9 percentage points above industry average on growth and 9.9 points above on profit. I think a meaningful part of that gap is exactly this: Stage 4 firms are cycling through strategic iterations faster because their execution layer can keep up with the cycling.

The CEO skill that matters more now

Deloitte's 2026 State of AI in the Enterprise, surveying 3,235 executives, found that only 21% of organizations have a mature governance model for agentic AI. The other 79% are running agents without the accountability structure to know what the agents are actually producing.

That gap matters for iteration rate, not just for governance. If you cannot see clearly what your agents are doing, you cannot close the learning loop. You are cycling through directions without getting clean feedback on which directions worked. The speed advantage evaporates.

The CEO skill that matters most in this environment is not picking better strategy. It is closing the feedback loop faster. That requires the infrastructure to see clearly: one chart, one scorecard, one seat with one owner, and numbers that surface to the same Monday conversation regardless of whether the row belongs to a human or an agent. McKinsey describes this as managing systems of people and agents together. The discipline is not new. The scale is.

At Sneeze It, the unified scorecard is what makes fast cycling sustainable. Dirk sends a cold outreach wave. The reply rate lands in the dashboard within 48 hours. If the rate is wrong, I adjust the thesis. If it is right, I extend the initiative. The whole loop runs without the kind of stakeholder alignment process that used to gate strategic pivots.

This is what "let agents carry the operational work, so people are free for the work that matters" looks like in practice. The people-free-for-the-work-that-matters part is not about leisure. It is about judgment cycles. When my human attention is not consumed by operational execution, it can focus on reading what the experiments are returning and deciding what to run next.

The risk that comes with speed

Faster cycling creates a real risk worth naming: you can iterate yourself into a locally optimized trap. Agents will faithfully execute whatever direction you point them in. They will not tell you that the direction is wrong in a structural sense. They will report that the metric is improving, and you will keep extending, even as you drift further from where you should be going.

This is where the quality-of-judgment argument re-enters. Not at the level of individual decisions but at the level of the direction you are iterating toward. The CEO still has to own the long horizon. The where-are-we-going question does not get cheaper to answer just because execution got cheaper. The annual or multi-year strategic bet still requires the slow, wide, careful thinking that the old model reserved for everything.

What changes is not that quality of judgment stops mattering. It is that quality of judgment matters most at the highest altitude, and iteration rate matters most at the operational altitude. The mistake most operators make is trying to apply the old slow-and-careful discipline at both levels, when the agent era only requires it at one.

The CEO's job splits. Slow and careful for vision, principle, and the long bets. Fast and iterative for everything the agents can run and report on.

The signal that your iteration rate is too slow

If you are still planning strategy in quarters and treating every operational direction as a high-stakes commitment, you are leaving the core advantage on the table. The agents can run faster than your planning cycle. They are waiting.

The clearest sign that your iteration rate is too slow is that you are analyzing outcomes the agents produced two months ago. By the time you build a consensus view of what happened in Q1, the Q2 experiment that would have answered the same question in three weeks has not started.

The second clearest sign is that strategy conversations still feel expensive. If forming a hypothesis and testing it requires a significant organizational event, the execution layer is still running on human time. The goal is for strategic testing to feel cheap, because it is cheap, and for the CEO's scarce resource to shift from execution capacity to learning velocity.

Jeff, an agent we retired after a formal hearing in April, is actually a useful illustration of this. We ran him for months, he produced numbers, and the business outcomes did not move. The lesson was not that the agent was bad. The lesson was that we analyzed too long before adjusting the thesis. Faster iteration would have surfaced the misalignment in weeks, not months. We wrote the retirement record and redistributed the capabilities. That is the loop working as designed.

See the live chart

The Sneeze It org chart, with every seat, human and agent, and the metrics each seat owns, is queryable from OTP's MCP server.

In Claude Desktop or Cursor or any MCP client, add this block:

"otp": {
  "command": "npx",
  "args": ["-y", "@orgtp/mcp-server"]
}

Restart the client. Then ask: "Use OTP to show me which agent seats at sneeze-it are tied to operational metrics, and which human seats own the judgment calls above them."

What you see is the structure that makes fast iteration legible: every agent row wired to a measurable output, every human seat sitting above the rows that require judgment the agent cannot make.

DS
David Steel

Founder of OTP. Runs an AI agent army at a digital agency. Building OTP because nobody else seems to be building it. Notes from inside the build, not from the conference circuit.

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