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/u/Senior_tasteey

Most companies’ AI problem is not the model

Nadella dropped a post last weekend about "token capital" that every CTO I know forwarded within a day. His argument: every company needs to build AI capability it owns, not rent models via API. The learning loop around the model is where the…

$2.5T in AI spending this year. 95% produces zero P&L impact.

Gartner updated their 2026 forecast to $2.5 trillion in global AI spending. Same week, MIT's NANDA Initiative dropped a follow-up: 95% of enterprise gen AI projects deliver zero measurable return. Not low return. Zero. I've been on the delivery…