The average person is not ready for AI yet. Microsoft's Copilot has a low adoption rate. Data Centers have big energy bills and a lack of clients, and have no ROI for most of them.
I think you’re pointing at something real. Adoption lag matters.
If the end user doesn't change behavior, ROI won’t show up no matter how much infrastructure gets built.
I’d add another layer though: expectations. Many CEOs implicitly treat AI like deterministic software. install it, flip the switch, get linear productivity gains.
But these systems are probabilistic. They’re "slippery" Output quality varies, edge cases multiply, and oversight is required. That makes ROI non-linear.
I think you’re pointing at something real. Adoption lag matters. If the end user doesn't change behavior, ROI won’t show up no matter how much infrastructure gets built. I’d add another layer though: expectations. Many CEOs implicitly treat AI like deterministic software. install it, flip the switch, get linear productivity gains. But these systems are probabilistic. They’re "slippery" Output quality varies, edge cases multiply, and oversight is required. That makes ROI non-linear.