Insights From

Michael Lenox

An AI Bubble? Yes, But Don’t Panic.

UVA Darden Professor and Interim Dean Mike Lenox says an AI bubble is already forming, but that’s a normal phase of technological disruption. As with past booms, a shakeout is likely, separating hype-driven firms from those with durable capabilities and real competitive advantage.

'Disruptive Innovation' Is Everywhere. But What Is It?

The fourth season of Good Disruption kicks off with a mini course on disruptive innovation. What is it and what are the markers of a major technological shift?

The Year in Disruption: Hits, Misses and Maybes

As we end our third season, Yael and Mike reflect on the disruptive technologies explored over the last year. It was an interesting mix of good, bad, and no disruption calls. Do they feel the same now about disruptive potential that they did when each episode first aired? What’s coming in 2026?

Virginia’s Innovation Moment: Five Actions to Sustain the Boom

How can Virginia’s universities help build a truly unified innovation ecosystem? Delegates at the 2025 Jefferson Innovation Summit identified five key actions to move the Commonwealth closer to that goal.

Decarbonization by 2050: Are We on Track?

Five years after publishing, “The Decarbonization Imperative,” UVA Darden’s Mike Lenox and Rebecca Duff check in on some of the technologies highlighted in the book as best positioned to slow climate change. As COP30 convenes in Brazil, policy makers must address the sluggish pace in which decarbonization is happening across all industries.

OpenAI’s Chief Economist on the Future of LLMs

Large language models (LLMs) offer powerful opportunities for automation, creativity and knowledge access. With 800 million people using ChatGPT alone, LLMs are drastically changing the way we interact and operate as a society. No question, this is one of the biggest disruptions of our lifetime; but is it a good one?

Is It a Bird? Is It a Plane? No, it's a Drone.

In this episode of the Good Disruption podcast, Mike Lenox and Yael Grushka-Cockayne talk with Mark Hahn (MBA ’20) a career Naval Aviator and previous operations lead for drone start-up company Zipline about the UAV landscape and the pros and cons of using this technology.

GLP-1s: Good for Waistlines, Bad for Weight Watchers

In this episode of the Good Disruption podcast, Mike Lenox and Yael Grushka-Cockayne talk with Dr. Sandhya Chhabra (MBA’17) about the benefits, cautions, and unknowns surrounding GLP-1 medications — the drug that is making headlines and changing lives.

Good Disruption: Small Nuclear

AI requires data, lots of it. Tech companies are rapidly building new data centers to house it, which will require massive amounts of electricity. How do we power them and stay on track with our emission reduction goals? An unlikely candidate is emerging – nuclear energy.

Good Disruption: Quantum Computing

For decades, we have used quantum physics to power MRI machines, solar panels, and lasers. More recently, big tech companies have entered a race to quantum supremacy, where quantum computers surpass silicon-based super computers in speed and complex problem solving. But what is it?