Topic

Financial returns from AI

3 mentions in 1 episode

The hosts discuss whether companies outside the largest technology firms have gained measurable revenue or productivity from AI investment.

Mentions

Oct 29, 2026

1:26
Most large U.S. companies outside the biggest tech names have yet to see a measurable financial return from AI.
2:03
profit margins and revenue per employee appear flat
30:55
raising questions about whether its massive AI spending will pay off