The AI ROI Gap — Are You Feeling It?

Caught an interview this week with a Wall Street analyst who's been tracking the AI infrastructure build closely.

Two things landed.

Bain & Company told Bloomberg that missed AI ROI targets "should be making executives uncomfortable" — because many of them approved increased spend based on savings projections that never came in.

And companies are now finding it's actually more efficient to keep humans than replace them with AI. Not a philosophical argument. A cost one. The real price of AI was subsidized to build toward IPO. When the real number surfaced, the economics broke.

A lot of people in this community are inside big organizations. I'm curious what you're actually seeing.

Are CEOs who approved the spend now quietly asking where the adoption went? Is there pressure to show ROI on deployments that aren't landing? Or is the picture different where you are?

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