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In this episode, I sit down with Alex Lieberman—founder of Morning Brew—and his co-founder Armon to unpack one of the most important conversations of 2026: the real state of the AI agency and AI transformation partner industry. Alex shares his journey from exiting Morning Brew to building Tenex, and together we break down why AI consulting is evolving beyond strategy decks and how companies can actually execute transformation at both the technical and organizational level. We explore the future of AI services, what most businesses get wrong, where the biggest opportunities lie, and how we at Tenex and Morningside AI are each approaching the coming decade of AI-driven innovation. If you’re building, running, or considering an AI services company, this is the blueprint.
⏱️ Timestamps:
00:00 What We’re Covering
04:45 Why Alex went all‑in + Tenex thesis
07:32 What an AI transformation partner actually does (strategy + execution)
11:00 Cash flows, model, and the hard prerequisites before “AI” works
29:46 Where the value shifts: adoption, training, and the arbitrage window
47:10 Go‑to‑market, specialization, partnerships + real‑world examples
