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Field Notes · Issue 009

McKinsey CEO Bob Sternfels on the firm's "25 squared" restructuring: roughly 40,000 people working alongside about 25,000 AI agents, described at CES in January 2026, with every employee to be paired with an agent inside eighteen months.

July 27 to 31, 2026

Five pieces went out this week, and reading them back they keep pointing at one thing, the distance between what leadership settles from the top of the building and what the people doing the work already know.

Field Notes — August 1, 2026
This week's reading
The Field Note

The week, read against the grain

McKinsey CEO Bob Sternfels on the firm's "25 squared" restructuring: roughly 40,000 people working alongside about 25,000 AI agents, described at CES in January 2026, with every employee to be paired with an agent inside eighteen months.

Back in January, at CES in Las Vegas, McKinsey's chief executive Bob Sternfels sat for a live taping of the All-In podcast and described a firm of roughly sixty thousand workers, about forty thousand of them people and some twenty-five thousand of them AI agents. He called the plan 25 squared. Client-facing roles up about a quarter, back-office roles down about the same, with output from that shrinking side up ten percent. Inside eighteen months, he said, every employee would be paired with at least one agent.

We are seven months into that eighteen, which makes this a reasonable moment to ask what the clock has actually been measuring. This week handed me a number for it. WalkMe surveyed 3,750 people across fourteen countries and found sixty-one percent of executives say they trust AI to handle complex, business-critical decisions, against nine percent of the workers who would have to live with those decisions. Sternfels is not wrong that the agents can do a great deal of the work. What his timeline does not address is whether the consultant sitting across from the client will lean on the thing when it matters, and that kind of trust is not something a restructuring installs on schedule.

Set that beside the five pieces that went out here this week, because they kept circling the same fault line. Monday's argument was that authority stays upstairs while responsibility rolls down to people who were never handed the power to act on it. Wednesday's was that a measurement only earns its keep if the people it affects can read it and act on it. Thursday's was that a workforce prices in the real reason behind a policy inside of a week and starts answering the reason it believes. Friday's was the starkest version, a tool executives trust for their hardest calls that the people underneath them will barely touch for the same ones.

Here is where I will plant a flag. The firms that come out of this stretch ahead will not be the ones with the highest agent count. They will be the ones whose people closest to the work got a real say in where the agents were pointed. Automate from the top and you buy speed while giving up the judgment that used to tell you when speed was safe.

In your own AI rollout, who decided which tasks the agents took over, the people who actually do those tasks, or the people counting the hours saved?
Sources
  1. Vlamis, K. (2026, January 7). McKinsey's CEO breaks down how AI is reshaping its workforce: 25% growth in some roles, 25% cuts in others. Business Insider. (Remarks made at CES in Las Vegas during a live taping of the All-In podcast.) https://finance.yahoo.com/news/mckinseys-ceo-breaks-down-ai-100301404.html
  2. WalkMe. (2026, April 9). State of digital adoption 2026. (Global survey of 3,750 respondents across 14 countries, comprising 1,700 senior leaders and 2,050 office and hybrid workers at enterprises with 1,000 or more employees. WalkMe sells digital adoption software and has a commercial interest in findings about adoption gaps.) https://www.walkme.com/news-releases/enterprises-lose-51-workdays-per-employee-to-technology-friction-annually-despite-record-ai-investment-walkme-global-study-of-3750-finds/
High Road Conversations
Podcast
High Road Conversations

The High Road Conversations episode we are spotlighting this week is Professor Jeff Willie, and we titled it Be a River, Not a Reservoir. Jeff spent fifteen years teaching JROTC and now keynotes across Texas, and his whole method is pouring what he knows into other people rather than storing it, right down to learning a virtual classroom by name so it stopped feeling like a screen. Watch it here:

Listen →
Lunch and Build
Skool
Lunch and Build

I don't just talk about Agile and leadership, I put it into practice in my Skool, building and shipping real products with Claude every Thursday at 12:30pm EST.

Join us →
From the book
Agile Sucks!

If this week's thread landed, Agile Sucks! (When You Do It Wrong) has a chapter built for it. James Wright and I walk through a media-tech company that burned past a million dollars on planning events, one of them running a hundred and forty thousand dollars in a single week, and cycled through seven product owners in two and a half years, all while the real work sat untouched by the people making the calls. It is the clearest case we have of decisions made far from the work.

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