Field Notes

June 19, 2026 · 4 min read

What CPG founders should build first: the decision only you can make

The first AI worth building is not your highest-value workflow. It is the weekly call that lives only in your head.

What CPG founders should build first: the decision only you can make

Every founder asks the same question right now.

"What AI should I build first?"

It is a good question with a tired default answer.

The default is "start with operations." Build the weekly report. Automate the work you already hate. I have written that advice myself, more than once. It is not wrong.

But it has become the consensus answer. And consensus is a strange place to start when the whole point is to build an edge.

So here is a sharper version of the question.

Do not ask which workflow is the highest value to automate.

Ask which decision you make every week that you have never been able to explain to anyone else.

Build that first.

The highest-value workflow is the one you can buy

Here is the trap in the obvious answer.

The highest-value workflows are the ones everyone can see. Demand forecasting. Out-of-stock alerts. Content drafts. Deduction disputes. Trade promotion math.

Because everyone can see them, someone is already selling them. There are dozens of CPG AI tools for each. One startup raised a seed round in early 2026 just to automate wholesale operations. The big data houses are publishing about agentic commerce. The shelf is full.

If a workflow is standard enough to be the highest-value thing on your list, it is standard enough to be a product. You should probably buy it.

What you cannot buy is the part of your business that only exists in your head.

The thing no vendor can sell you

The reason most AI fails is not the model. It is the context.

MIT's Project NANDA studied this in 2025. It found that 95 percent of enterprise generative AI pilots were delivering no measurable return. The cause was not weak models. It was that the AI never absorbed how the business actually worked.

Gartner expects more than 40 percent of agentic AI projects to be canceled by the end of 2027, for the same reason: cost with no business value. The market is so crowded with repackaged tools that Gartner started calling it "agent washing."

Read the failure write-ups and the same sentence keeps appearing. The agents do not know the undocumented rules. They do not know which number to trust when two systems disagree. They make choices that are logical on paper and wrong in the room.

That undocumented layer is the asset. It is also the thing every off-the-shelf tool is missing by definition.

Why most founders still build the wrong thing first

Knowing this does not fix it, because of how AI usually gets built.

The operator holds the judgment. Someone else writes the code.

So the founder writes a spec, or hires an agency, or buys an agent, and hands off the decision. And the judgment dies in translation. You cannot fully spec what you have never had to put into words. The builder fills the gaps with reasonable assumptions, and reasonable assumptions are exactly what an operator overrules every day.

A developer who has never run a P&L builds an elegant tool for the wrong decision. An operator who cannot build watches their judgment get flattened into someone else's defaults.

The founders who get this right are the ones who close that gap. Either they learn to build, or they build alongside someone until the judgment goes in directly, with no translation layer in the middle.

What this looked like for me

I run a CPG brand, NØRSE CØDE, and I write the code for its AI systems myself.

That was not the plan. The plan was to spec the systems and hand them off. I tried. Every time, the output came back technically correct and operationally wrong.

The clearest example is alerting.

Hand "build me alerts" to a developer and you get coverage. The system tells you about everything. More signals look like more value.

I built the opposite. Silence is the default. The system stays quiet unless there is an action for me to take, and it never pings twice for the same thing. I built it that way because I know, as an operator, that a founder who gets a noisy feed stops reading all of it inside a week. A quiet system that speaks only when something is decidable is worth more than a complete one I have trained myself to ignore.

No spec would have captured that. "Make it quiet on purpose" is operator judgment, not a requirement. It only went into the code cleanly because the operator and the builder were the same person.

How to find your first build

Forget the value-ranking exercise for a minute.

List the calls you make every week on instinct. The ones where someone asks how you knew, and the honest answer is that you have just seen it enough times.

Which retailer follow-up actually matters this week. Which inventory number you trust when two systems disagree. When a spike is real demand or pulled-forward demand. What you let slide.

Now find the one you could not hand to a competent stranger with a document.

That is your first build. Not because it is the flashiest. Because it is the only one that is yours.

The takeaway

Do not start with the workflow you hate the most. Start with the judgment you would lose the day you left.

The boring operational AI is real, and you should buy most of it.

The AI worth building is the decision only you can make.

Reporting Sprint

Your Monday meeting should not start with “which number is right?”

I map and build the founder-level reporting system that shows revenue, channel shifts, stock risk, ad performance, and the weekly story in one trusted view.