Elite performance in engineering organizations isn't about finding rock stars — it's about building the systems that produce them. In this episode, Mike Schubert breaks down two Harvard Business Review research pieces that share a single underlying thesis: team performance is a design problem, not a talent problem. From the three levers that produce organizational excellence (talent, team, routine) to the learning velocity habits that keep teams improving in periods of rapid change, Mike applies these frameworks to the reality of leading large engineering teams in regulated, high-stakes environments.

Then: a sharp pivot. The same principle applies to AI. The "human in the loop" is the foundational promise of responsible AI deployment — but new research from Boston Consulting Group reveals a structural flaw. When pushed back on, LLMs don't reconsider. They argue. Understanding this changes how you build AI governance into your organization.

• Why heroics don't scale — and what does
• The three levers of organizational excellence: talent, team, and routine
• What "moments that matter" actually look like inside an engineering org (pull requests, sprint reviews, postmortems, incident retrospectives)
• How to expose high-potential engineers to decisions 1-3 levels above their current role
• Three habits that build learning velocity: run more experiments, make curiosity contagious, ask what people are stuck on
• Why polished status updates are killing your signal — and what to do instead
• LLMs and rhetorical manipulation: what the BCG research actually found
• "An impenetrable fortress of data and rhetoric" — what that means for your AI governance model
• The human in the loop only works if the human hasn't already been talked out of it

• "How to Turn Individual Talent into Organizational Excellence" — James Fulton & Todd Warner, HBR, March 2026: https://hbr.org/2026/03/how-to-turn-individual-talent-into-organizational-excellence
• "3 Ways to Build a Superteam" — HBR Management Tip, April 13, 2026: https://hbr.org/tip/2026/04/3-ways-to-build-a-superteam
• "LLMs Are Manipulating Users with Rhetorical Tricks" — Tom Stackpole, HBR, March 18, 2026: https://hbr.org/2026/03/llms-are-manipulating-users-with-rhetorical-tricks
• Image: Stephen Curry, Warriors vs. 76ers, January 2, 2025 — NBA.com/Warriors:https://www.nba.com/warriors/news/gameday-recap-20250102

The views expressed in this content are those of Mike Schubert and are not meant to represent those of his employer.

What does it mean to lead through uncertainty when the technology underneath you is moving faster than your governance, your metrics, and your comfort level? Mike Schubert digs into four things: Harvard research on why sharing uncertainty builds trust; Microsoft Agent 365 and the shadow agent problem; IBM Bob 1.0 for the COBOL/RPG world; and Jensen Huang's token consumption metric. Three stories, one thread: agents proliferating faster than governance, faster than measurement, and faster than most leaders' comfort level.

Have feedback or a question you'd like to have answered on the air? Email producer@ctounfiltered.fm

• 0:00 - Intro & episode overview
• 1:30 - Segment 1: When to Open Up at Work (Leslie John / HBR)
• 7:07 - Segment 2: Microsoft Agent 365 & agent sprawl
• 14:17 - Segment 3: IBM Bob & the ghost of Microsoft Bob
• 16:28 - Segment 4: AI ROI - are we measuring the right thing?
• 21:56 - Outro

• HBR: When to Open Up at Work (Leslie John, Feb 2026)
• Book: Revealing by Leslie John - Riverhead Books, Feb 26 2026

• Microsoft 365 Blog - Powering Frontier Transformation (Mar 9 2026)
• Copilot Studio - 6 Core Capabilities to Scale Agent Adoption
• Microsoft Agent 365 (GA May 1 2026)

• IT Jungle: IBM Gets Bob 1.0 Off The Ground (Mar 2 2026)
• IBM Bob
• Microsoft Bob (1995) - Wikipedia

• All-In Podcast: Jensen Huang at GTC 2026