The conflicting AI ROI headlines are both correct — they are measuring two entirely different things. This episode breaks down why companies deploying agentic AI are averaging 171% ROI while others report zero return, and why Microsoft's 2026 product roadmap is about to make the second half of this year the most consequential period for enterprise AI adoption.

What we cover:

• Why the "no ROI" studies and the "171% ROI" studies are both right — they measured different things
• Where the returns in agentic AI are actually coming from: PepsiCo, Clinomic, and the HBR maturity model
• Microsoft's 2026 Release Wave 1 — Copilot Studio, Dynamics 365, and multi-agent orchestration shipping April through September
• Why 90% of the Fortune 500 already being on Microsoft makes H2 2026 a potential infle ...