The Water Is Rising - What Every Leader Needs to Understand About AI Right Now
Think back to February 2020. You were probably going about your normal life — going to restaurants, shaking hands, planning trips. Maybe you had seen a headline or two about a virus spreading overseas, but life felt normal. It was normal. And then, over the course of about three weeks, everything changed. Schools closed. Offices emptied. The world rearranged itself into something you wouldn't have believed if you had described it to yourself a month earlier.
Matt Shumer, CEO of OthersideAI and a six-year veteran of the AI startup world, opens his February 2026 essay "Something Big Is Happening" — which has now been viewed by more than 50 million people in less than a month — with exactly that image. "I think we're in the 'this seems overblown' phase of something much, much bigger than Covid," he writes. That framing is worth sitting with. Not to induce panic, but because the alternative to understanding what is coming is being defined by it rather than shaping your response to it.
I'm not writing this as a technology enthusiast. I'm writing this as a healthcare executive and strategic advisor who has spent more than two decades working in environments where resources are constrained, change is constant, and the margin for error is thin. The leaders I work with are smart, experienced, and deeply committed to the people and communities they serve. Most of them have heard about AI. Many have experimented with it casually. Almost none of them have reckoned with what is actually happening right now — and what it means for them, their organizations, and the people who depend on them.
This piece draws on two remarkable works published in early 2026: Shumer's blog post and Howard Marks' February 26 memo "AI Hurtles Ahead" from Oaktree Capital Management. Together, they offer something rare: the urgency of a practitioner experiencing the shift in real time, paired with the measured analytical discipline of one of the most respected investors of the past half century. My goal is to synthesize their insights and translate them into something actionable for leaders operating in any sector — healthcare, finance, law, manufacturing, education, and beyond.