> Multiple studies, including from organizations notable for their bullishness on AI, suggest LLMs are not accelerating productivity or otherwise generating positive returns on investment for most businesses.

Maybe this is true for most businesses, but that's because most businesses are not really leaning into agentic AI yet. It seems software devs started to use it in 2025 and OpenAI and Anthropic have tried expanding the use cases with their GUIs and webbased agentic systems, which I think means there is incredible growrth opportunity when the masses start adopting it.

It may take a few years though.