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Pilot Early, Commit Late: A Real-Options Model of Enterprise AI Adoption under Rapid Technological Progress

arXiv · AI, language, vision and robotics · article · Sep 14, 2026 · UTC

Artificial intelligence presents firms with an unusual timing problem. The technology frontier is improving rapidly, implementation is partly irreversible, and organization-specific capabilities are accumulated through action. This paper develops a two-period decision model of AI deployment under uncertainty in which a firm chooses among immediate deployment, a limited pilot, and waiting. Deployment earns current operating value but exposes the firm to architectural obsolescence; waiting preserves the option to adopt after the frontier is observed; a pilot sacrifices current operating value to

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First collected: 2026-09-20T09:41:04.278Z. This is not the publication date.