Solving for X: How leaders move from emerging tech to strategic action

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Larry Gioia

Director, Emerging Technology, Commercial Technology & Innovation Office , PwC US

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For years, tracking emerging technology meant watching innovations move from lab to market. That model assumed change would unfold along recognizable paths, with signals that could be evaluated, benchmarked, and acted on using tried and true playbooks.

That assumption no longer holds. Technologies are maturing, converging, and embedding themselves directly into the systems that shape how organizations today operate, compete, and grow. Breakthroughs in AI, quantum computing, advanced robotics, synthetic reality, and other emerging technologies are not advancing independently. They have converged and are now evolving together, amplifying one another’s impact and accelerating change in ways that refuse linear interpretation.

The challenge for leaders is identifying and making sense of signals that appear fragmented in isolation yet transformative in combination. The stakes are higher, timelines shorter, and the cost of waiting for clarity is increasingly steep.  

Innovation begins at the horizon

Innovation has always been associated with horizons, where new ideas first emerge before taking shape in markets and organizations. At PwC, we have long viewed innovation through a “horizons” lens:

  • Horizon 3: Research (2+ years to maturity)—dedicated to long-term research and emerging yet potentially disruptive technologies that could redefine industries. Explores longer-term bets that have the potential to reshape business models over time.
  • Horizon 2: Research and development (1-2+ years to maturity)—moves beyond initial prototyping to rigorous testing and validation, making sure that innovations can scale.
  • Horizon 1: Research and development (0-1 years to maturity)—focuses on identifying emerging technologies that can be applied to solve immediate business challenges. Technology readiness and real-world applications are key priorities, seeing that solutions are not only innovative but also market-viable and impactful. 

Innovation today, however, moves faster and continues to accelerate, bringing the future closer than ever before. It unfolds along multiple possible paths and is shaped by how technologies are combined, governed, and scaled. This opens a new horizon where disruptive (and likely emerging) technology, radical uncertainty, and human transformation intersect: a place just beyond the visible horizons.

For the sake of argument, let’s call it “X.”

Solving for “X”

Somewhere past horizon 3 is an uncharted space that doesn’t yet show up on enterprise planning roadmaps—yet is also where some of the greatest opportunities may lie.  

Because this horizon is partially obscured, navigating requires a different mindset. The objective is not precise prediction, but early engagement.  

This is what we mean by solving for X: acknowledging that the most important variables shaping the future are still unknown, and that progress depends on the ability to test and learn before certainty arrives.

Rather than tracking emerging technologies in isolation, solving for X focuses on patterns across signals. It asks how developments reinforce one another, where momentum is building, and which signals indicate meaningful shifts rather than meaningless noise. Early ambiguity becomes information rather than failure, because waiting for perfect clarity often means waiting too long.

Solving for X emphasizes learning through action. Assumptions are tested through pilots, prototypes, and experiments before markets fully form, enabling leaders to decide where to explore, where to invest, and where to hold back as this horizon comes into view.

Building the capability to move early

Solving for X requires more than monitoring trends. It demands a disciplined way to sense, evaluate, and act. Leading organizations integrate three core capabilities:

Broad sensing.
They scan across domains, like technology, policy, capital flows, workforce dynamics and customer expectations, to detect convergence, and emerging patterns.

Structured evaluation.
They assess developments not only for technical feasibility, but for strategic relevance and business impact. If this accelerates, how would it reshape our value proposition, operating model, or cost structure?

Rapid learning.
They design focused experiments to generate insight quickly. The goal at first is not scale—it’s clarity. Each pilot informs capital allocation and strategic direction.

Together, these capabilities help enable leaders to identify potential inflection points earlier and respond with greater confidence.

Getting started

Solving for X doesn’t start with a technology roadmap. It starts with three deliberate steps and shifts in approach:

Step 1: Scan beyond individual technologies.
Look across domains—technology, regulation, markets, and human behavior—to identify signals that reinforce one another, not just isolated trends.

Step 2: Test assumptions early.
Use pilots, prototypes, and experiments to learn before markets fully form, focusing on what creates momentum rather than what generates attention.

Step 3: Decide with a portfolio mindset.
Make intentional choices about where to experiment, where to scale, and where to step back, revisiting those decisions as learning accumulates.

Preparing for what comes next

“X” is not a distant destination waiting to be reached. It’s here, being shaped by the choices leaders make about how they engage with emerging technology. These leaders will likely be comfortable operating without full visibility, disciplined enough to learn before committing, and confident enough to act amid uncertainty. In fact, the ability to navigate uncertainty becomes a differentiator in its own right.

Innovation still begins at the horizon. But navigating that horizon now requires navigational discipline, strategic patience, and confidence amid uncertainty. Solving for X offers a way forward for leaders willing to embrace that evolution and shape what comes next with intention.

 

Gary Goldhammer contributed to the research and writing of this article.  

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