By Arjo Basu and Debleena Majumdar
“If one does not know to which port one is sailing, no wind is favourable.” — Seneca
Seneca’s warning about direction and preparedness feels uncannily modern.
Since early December last year, Indian aviation offered a reminder of how quickly a public story can outrun the systems beneath it. Flights operated by an airline with over 60 percent market share were delayed or cancelled without warning. Airports filled with stranded passengers as videos of confusion and distress spread rapidly across social media.
Only later did operational context emerge. New crew flight-time regulations—two years in the making—had collided with the realities of complex rostering systems in a highly scaled airline. Internal strain had been building long before passengers felt the impact. This is not a forensic account of what went wrong. It is a familiar leadership pattern: the story moves fast; the system responds slowly.
Narratives as Leading Indicators
Every organisation carries a narrative about who it is becoming. The safest airline. The most trusted bank. The most agile technology partner. These stories take years to earn and seconds to lose.
Often, they signal ambition before infrastructure is fully in place. When capability evolves alongside the story, the narrative pulls the organisation forward. When capability stagnates or runs into unacknowledged constraints, the same story becomes a source of strain. Processes bend. People stretch themselves to protect promises the system can no longer reliably keep. Infrastructure designed for yesterday’s load is asked to deliver tomorrow’s expectations.
Stories, in this sense, are leading indicators. They move first. Capability must follow. The dark side appears when narrative velocity begins to outrun system readiness.
The Age of AI and the Speed of False Narratives
There is a second, more dangerous form of narrative acceleration. AI has not changed human psychology, but it has dramatically shortened the distance between creation and belief—and lowered the cost of persuasion.
A short video, a fabricated image, or an AI-generated voice can now circulate at national scale before anyone pauses to verify whether it is real. Research led by Soroush Vosoughi, Deb Roy and Sinan Aral at MIT, examining over 126,000 news cascades, showed that false but emotionally resonant information spreads several times faster than verified facts—a pattern that more recent reporting continues to confirm.
In December 2025, AI-generated deepfake videos featuring real doctors endorsing unverified health treatments spread across major platforms, accumulating millions of views before fact-checkers could intervene. By the time verification arrived, belief had already formed.
True narratives can outpace capability. False narratives can outpace verification. In both cases, systems are forced into response mode after the story has already taken hold.
The Crucial Tension Leaders Must Recognise
Leaders today are judged not only on operational truth, but on the speed and coherence of the narratives surrounding them. Some narratives are earned. Others are assumed. Some are wrong. All of them have velocity.
Leaders are increasingly judged in public time, even when systems operate in private time.
The question that matters is whether the system beneath the story can absorb that velocity without breaking.
Narrative as a System, Not a Script
This requires a shift in how leaders think about storytelling. A narrative is not a script delivered to the outside world. It is a structural element of the organisation itself.
It shapes how employees interpret performance, how customers form expectations, how regulators respond to deviations, and how the media frames events. Narrative functions like a load-bearing beam: when it accelerates, everything beneath it feels the strain.
Treating narrative as communication alone misses the point. Narrative is part of the operating system.
Patterns Leaders Need to Notice
When stories begin to outrun systems, breakdowns rarely look identical. But a few recurring patterns tend to appear.
When speed becomes fragility.
The ability to move rapidly from idea to demo has never been greater. Practices such as rapid prototyping and AI-assisted coding compress experimentation timelines dramatically. But production environments demand a different kind of capability: operational ownership, testing discipline, resilience and depth. When the story of speed runs ahead of production readiness, systems often fail at the moment of scale.
When external promise exceeds internal readiness.
A compelling public narrative does not automatically translate into internal capability. Teams operate under different incentives and constraints. Management systems lag. Early warning signals—fatigue, workaround behaviour, operational shortcuts—are often visible internally before they surface externally. The recent airline disruption made this gap visible when a public story of reliability collided with private operational strain.
The response is not to slow the story. Narrative velocity is a fact of modern leadership. What leaders must do instead is build the discipline to read narrative and system together—to detect drift early, before it becomes rupture.
When Story and Capability Advance Together
UPI offers a powerful counterpoint.
When the idea of seamless digital payments was first articulated, it sounded aspirational in a largely cash-driven economy. But capability rose deliberately alongside ambition. Aadhaar created identity infrastructure. Banks integrated payment rails. Affordable data reshaped behaviour. QR codes enabled merchant adoption.
UPI grew from roughly 21 million monthly transactions in 2016 to over 12 billion in the years that followed. The ambition was bold, and capability was built patiently to match it. Alignment turned narrative into infrastructure.
The Leadership Question Now
One story exposed a capability gap in a single week. Another reshaped national infrastructure over years. Both point to the same leadership challenge.
In an age where stories travel fast on unseen winds, leadership is no longer about telling the best story. It is about telling only those stories the system beneath can carry—and knowing when the gap between the two is becoming dangerous.
That discipline may matter more than storytelling skill in the age of AI.
