Only 12% of Companies Are Winning at AI
Episode notes
This week, AI stopped being about what's possible and started being about what's actually working—and the numbers are brutal.
Only 12% of CEOs report AI is delivering both cost savings and revenue growth. Meanwhile, the best AI agents on the market hit just 24% accuracy on real professional tasks. That's intern-level performance.
But here's where it gets interesting: Anthropic published a philosophical manifesto about whether their AI might have consciousness. OpenAI announced ads are coming to ChatGPT. Google's DeepMind CEO publicly questioned that decision.
The trust economy just became real. And the companies seeing returns? They're not the ones with the best AI—they're the ones who rebuilt their workflows around it.
We break down what separated the 12% from everyone else, why the Davos crowd is worried about white-collar workers, and what the infrastructure race tells us about where this is all heading.