BSG Executive Search Blog

Business Has a Rapidly Developing Leadership Supply Chain Problem

Written by Talent Sequencing | Apr 17, 2026 1:14:35 AM

Credits & source: This post is inspired by Nathaniel Whittemore’s April 12, 2026 episode of The AI Daily Brief: Artificial Intelligence News and Analysis, titled “The New AI Org Chart.”
Listen here: https://podcasts.apple.com/us/podcast/the-ai-daily-brief-artificial-intelligence-news/id1680633614?i=1000760933978&r=138

At BSG, we sit at the intersection of leadership, value creation, and organizational design—working closely with our sister firm, Talent Sequencing, which focuses on programmatic leadership development across the full talent spectrum.

Together, we’re seeing the same pattern Nathaniel highlights in the AI world: AI is not just another productivity tool. It is quietly rewiring the org chart itself.

And that has enormous implications for where tomorrow’s leaders will come from.

AI Isn’t Just a Tool. It’s Redesigning Organizations.

In “The New AI Org Chart,” Whittemore points to emerging thinking from leaders like Jack Dorsey and Roelof Botha: most companies are still using AI to squeeze out efficiency at the edges, while only a handful are using it to redesign how work is coordinated and how decisions get made.

Historically, we built hierarchies to solve difficult coordination problems across distance and complexity. Layers of management existed because humans could only track so much information and manage so many direct reports.

AI changes that equation.

Today, AI systems—and especially AI agents—can:

  • Collect data at scale
  • Transform that data into analytics and insights
  • Route information across the organization in real time

In other words, much of the “air traffic control” work historically done by middle managers can now be handled in software.

Put bluntly: AI will do better at most of the primary deliverables of middle management—data collection, analytics, insight generation, and communication dissemination up and down and across the org chart.

When that happens at scale, the middle of the org chart doesn’t just get a little leaner. It starts to disappear.

Two AI-Native Models That Shrink the Middle

Whittemore highlights two early operating models that make this shift very tangible.

1. Block’s “collapsed middle” model

At Block (Jack Dorsey’s company), the re-imagined org design emphasizes just three core roles:

  • Individual Contributors (ICs) who build and run core capabilities with far more system context and autonomy.
  • Directly Responsible Individuals (DRIs) who own cross-functional outcomes and can pull resources across teams.
  • Player-coaches who both execute work and grow talent, staying close to the front lines.

In this design, alignment and coordination are handled by systems plus DRI ownership, not a large, permanent band of managers. Much of what we used to think of as “management work” is absorbed into the operating model itself.

2. Every’s “human + agent” model

Companies like Every describe themselves as “half-agent” organizations: every human works alongside AI agents embedded into daily workflows.

These agents are treated almost like team members, with:

  • Defined responsibilities
  • A mirrored “agent org chart”
  • Clear roles in how work gets done

The implication is similar: AI becomes the ultimate coordination layer—always on, relentlessly consistent, and far cheaper than a thick layer of middle management.

In both cases, the message is the same: middle management is being structurally redefined, not just right-sized.

For a deeper visual and diagnostic framework on this, Talent Sequencing has built a full landing page and leadership pathway map here:
https://talentsequencing.com/the-emerging-leadership-supply-chain-crisis-in-the-age-of-ai/

The Hidden Problem: We’re Breaking the Leadership Supply Chain

From BSG’s vantage point, the most important implication is not just org design—it’s leadership supply.

Middle management has historically been the primary training ground for future leaders:

  • The place to learn how to hire, prioritize, and make tradeoff decisions
  • The environment for “reps” handling conflict, giving feedback, and owning outcomes
  • The filter to decide who advances into director, VP, and ultimately C-suite roles

If that middle layer compresses or disappears, we’re left with a simple but uncomfortable question:

Where do future CEOs, CFOs, and operating leaders come from when the “minor leagues” of leadership development vanish?

At Talent Sequencing, we think of this as an emerging leadership supply chain crisis. The traditional manufacturing line for leaders—IC → manager → director → VP → C-suite—is being disrupted at exactly the point where most of the learning used to happen.

The “Third Strike” Against Leadership Development

Leadership bench strength has been under pressure for years. The AI-driven erosion of middle management is best understood as the third strike in a longer pattern.

Strike 1: Generational shift
Younger leaders watched the toll that 24/7 work culture took on their parents. Many are less eager to spend decades grinding through middle-management roles in exchange for a someday promotion.

Strike 2: COVID and remote work
When offices emptied out, so did apprenticeship by proximity. Shadowing, hallway conversations, and “sit in and watch” moments largely disappeared. The osmotic way leaders used to learn—just by being in the room—has not fully recovered.

Strike 3: AI as middleware
Now AI is poised to take over much of the information gathering, synthesis, and reporting that defined traditional management jobs. The organization still needs senior leaders and frontline ICs, but the layer in between becomes much thinner.

Taken together, these three strikes mean that individual contributors are increasingly being asked to leapfrog two or more rungs directly into senior leadership roles—without the benefit of years in developmental middle-management positions.

This isn’t hypothetical. In joint BSG + Talent Sequencing work with PE-backed companies, we already see operating plans stall not because the strategy is wrong, but because the leadership bench simply isn’t ready for the complexity and pace the plan requires.

Why Private Equity Should Care

For private equity investors, this is not just an HR issue. It’s a direct value-creation risk.

  • Execution risk: Fewer “ready-now” leaders to drop into mission-critical roles.
  • Speed risk: Inexperienced leaders slow decision-making at the top.
  • EBITDA and timing risk: Leadership gaps translate into missed growth windows, inconsistent execution, and delayed value realization.

Capital, strategy, and market position may all be in place—but if the leadership supply chain fails, the deal can still underperform.

Osmosis Won’t Cut It Anymore

For decades, a lot of leadership development was essentially osmotic:

“Watch what I do. Sit in the room. Pick it up over time.”

That model assumed:

  • Plenty of in-person meetings to sit in
  • Plenty of middle-management roles to grow through
  • Plenty of time to accumulate scars and judgment

In the AI era, none of those assumptions hold.

Teams are more distributed. Org structures are flatter. AI is absorbing the repeatable coordination work that used to justify many management roles.

That means leadership will not develop on its own anymore. It has to be designed, engineered, and sequenced, just like any other critical capability in a portfolio company.

How BSG and Talent Sequencing Are Responding

This is where the relationship between BSG (talent acquisition and executive search) and Talent Sequencing (leadership development, assessment, and programmatic learning) becomes critical.

Together, we’re helping PE sponsors and CEOs address both sides of the problem:

1. Diagnose leadership drag early

Talent Sequencing’s VCDI™ (Value Creation Drag Index) provides a structured way to quantify where leadership gaps are already slowing execution, across areas such as:

  • Decision rights and decision velocity
  • Alignment to value-creation priorities
  • Execution cadence and accountability
  • Team cohesion, trust, and constructive conflict

2. Build leaders intentionally, not incidentally

Instead of assuming leaders will emerge from the org chart, we:

  • Identify early-stage leaders at the IC level who have both the capacity and the desire to lead.
  • Build structured leadership curricula and “sandbox” environments where they can practice decision-making, hiring, conflict management, and accountability without putting the business at risk.
  • Sequence that development to run in parallel with the value-creation plan, not years behind it.

3. Align leadership evolution with value creation

BSG focuses on bringing in the right senior leaders. Talent Sequencing focuses on quickly maturing the next layer down so there is a pipeline—not a cliff—between ICs and the C-suite.

The shared conviction is simple:

Leadership is no longer a byproduct of the system. It has to be a deliberately engineered asset.

Want to Go Deeper? Start with the Diagnostic.

If you’re a PE investor, CEO, or board member who suspects your leadership supply chain may become a constraint in the next few years, we’d encourage you to dig into the full Talent Sequencing diagnostic framework and visuals here:

The Emerging Leadership Supply Chain Crisis in the Age of AI
https://talentsequencing.com/the-emerging-leadership-supply-chain-crisis-in-the-age-of-ai/

And for additional context on how AI is already reshaping org charts at companies like Block and Every, start with Nathaniel Whittemore’s original podcast episode:

“The New AI Org Chart” – The AI Daily Brief
https://podcasts.apple.com/us/podcast/the-ai-daily-brief-artificial-intelligence-news/id1680633614?i=1000760933978&r=138

From BSG’s perspective, the takeaway is clear:

In the age of AI, leadership development can no longer be osmotic—“watch what I do and learn over time.” It has to be intentional, structured, and directly tied to how value will be created.