Open Innovation

Five steps to win the AI race

Gartner five steps to win the AI race, translated for deep techs and companies, with data from McKinsey 2026.

By 4 Trade Tech · September 25, 2026 · 5 min read

Illustrations in this article are in Portuguese, as originally published.

Series · Generative AI: From Promise to Operation · Article 6 of 6 · Closing⏱ 6 min readType of impact: Strategic4 Trade Tech Newsletter · Issue 11

Across this series, one gap showed up in every topic: technology advances faster than results. Models specialise, agents multiply, AI reaches the factory and software development. Yet in McKinsey’s latest survey only 37% of companies attribute any impact on operating results to their use of AI, and just about 6% capture significant gains. That gap is what a generative AI strategy has to cross.

Infographic with the five steps of a generative AI strategy: prioritise use cases, understand the buyer, find unmet demand, differentiate and invest at the right time
Gartner five steps, translated for the deep tech that builds and the company that adopts.
McKinsey measurement: 37% of companies attribute some impact to AI use and about 6% capture significant gains
Technology advances faster than results.

In the article that inspired this series, Gartner proposes five steps for those developing AI solutions. They were written for technology vendors, but they also serve buyers. Below, each step appears translated for both sides of open innovation: the deep tech that builds and the company that adopts.

1. Prioritise use cases that pay off

The first step of a generative AI strategy is the most concrete. Gartner recommends refining and implementing profitable use cases, connecting every AI initiative to a tangible business outcome, to reduce risk, accelerate value capture and maximise return.

For the deep tech: pick a problem where the technology is measurably better than the alternative and prove it with a real case, with numbers. For the company: start with bounded problems and a return metric defined before the project, not with a generic “adopt AI” initiative.

2. Anticipate the market and understand the buyer

The second step of a generative AI strategy is to anticipate market shifts and understand the profile and decision behaviour of buyers, in order to adjust product, packaging and commercial strategy.

The measurements show why this matters: large and small companies move at different speeds. According to McKinsey, 40% of large organisations report scaling AI agents, against 22% of smaller ones. For the deep tech: the same technology may require different offers for each customer size. For the company: it pays to know where the organisation actually stands before comparing itself to market talk.

3. Find the demand that has not been met

Gartner suggests using market and peer intelligence to identify unmet demand, validate opportunities and prioritise the AI investments that drive growth.

Demand is shifting: 32% of companies dropped a software purchase because they could build it with AI
Where the customer can build it alone, the offer loses value.

Demand is also shifting: 32% of the companies surveyed by McKinsey have already dropped a software purchase because they could build it with AI. For the deep tech: the opportunity lies in what the customer cannot build alone — scientific knowledge, specialised data and technical validation. For the company: mapping where the problem demands knowledge the organisation lacks is the natural starting point for open innovation.

4. Differentiate for real

The fourth step is turning knowledge about customers and markets into capabilities, messages and value propositions that clearly separate the offer from competitors.

In a market where Gartner estimates only around 130 of the thousands of “agentic” vendors are real, differentiation starts with honesty. For the deep tech: describe precisely what the technology does, backed by domain data generic models do not have. For the company: demand proof from every vendor, not labels.

5. Invest in emerging technology at the right time

The last step is preparing for the next innovations and investing at the right moment, taking advantage of being early.

Gartner projections that guide when to invest in a generative AI strategy: specialised models, multimodal solutions and cancellations by 2027
Timing is the most delicate point of any generative AI strategy.

“The right moment” is the delicate part. Gartner projects that specialised models will be used three times more than generic ones by 2027, and that 40% of generative AI solutions will be multimodal in the same period. But it also forecasts that more than 40% of agentic AI projects will be cancelled by the end of 2027. For deep techs and companies alike: arriving early pays off when there is a clear use case, data to support it and governance to control risk. Without that, arriving first may just mean erring first.

What runs through the five steps of a generative AI strategy

What runs through the five steps of a generative AI strategy: projections show the direction, measurements show who captures value
Between projection and measurement lies the space where the AI race is decided.

If one lesson runs through the series, it is separating projection from measurement. Projections show where technology is heading. Measurements show who is actually capturing value. Between the two lies the space where the AI race is decided: choosing the right problem, with the right data and the right partners.

That is the space 4 Trade Tech works in: connecting science produced in universities to companies that need to turn it into business decisions.

This is the last article in the series. To revisit the path, start with the first article, on the four scaling forces and the value gap, and follow through to the fifth, on building or buying software.

4 Trade Tech exists to turn science into business decisions.

Does your company want to move beyond experimentation and define a generative AI strategy with measurable return, or does your deep tech need to prove value to a corporate buyer? 4TT can help on both sides of that bridge.

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[email protected] · +55 (11) 93244-4141 · linkedin.com/company/4tradetech

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