Blog
PepsiCo’s Guidance Cut Confirms North America’s Margin Reset
PepsiCo cut full-year core EPS guidance roughly in half on October 8, citing North America volume and margin pressure at Frito-Lay and PBNA.
The Board Wrote the Exhibit Before Any Plaintiff Existed to Use It
Adobe, Microsoft, and Nvidia each face suits built from their own public AI claims. The Law of the Self-Written Exhibit explains why every board should expect this next.
A Quarter of Companies Have Had an AI Agent Control Failure. Nearly Half Suspect Agents Nobody Approved.
Optro’s October 8 survey of 400+ GRC professionals found 25% had an AI agent control failure and 45% suspect agents deployed without approval. The board’s first task is an inventory.
The Board Praised the Pledge. No One Could Say Who Could Stop the System.
Nine of eleven corporate AI pledges TSP reviewed named no one with authority to stop the system. The two that did were not finished when they named someone.