The Excelsior Group AI SemiAnalysis audited 25 GPU clouds and published the security chapter detailing cross-tenant exploits from years-old public CVEs and a dashboard key exposing every tenant's logs.

AI is not another technology cycle to bolt onto existing workflows. It is a new kind of intelligence — and the organizations that win will use it to rethink old problems from day zero, not to speed up yesterday's process. The Excelsior Group is an AI transformation firm working at the intersection of strategy and engineering: senior operators who advise like a strategy house and ship like a startup. Four practices, one thesis: deploy intelligence against old problems in new ways: ▸ STRATEGIC ADVISORY: Board- and CEO-level AI strategy grounded in Clayton Christensen's disruption theory: exponential literacy, day-zero strategy, enterprise intelligence architecture, and the adoption model that makes it real. ▸ AGENTIC AI BUILDOUT: Build-and-transfer delivery of production agentic platforms: intelligence layers, orchestration engines, and the harness engineering that turns legacy data into outcomes. You own the code. ▸ NATIVE-AI VENTURES Advisory, go-to-market, and company-building for AI-native startups — including new ventures seeded by established players who know a day-zero problem needs a day-zero company. ▸ SPEAKING & THOUGHT LEADERSHIP: Keynotes and executive education that make exponential change legible, urgent, and navigable. Founding members include Fred Goff, co-founder and former CEO of Jobcase, ML hedge-fund founder, MIT CSAIL affiliate of 15+ years, and a student of disruption theory under his MIT thesis advisor, Clayton Christensen. Exponential change reads as flat — until it doesn't. Gradually, then suddenly. Start the conversation: excelsiorgroup.ai