In a Fortune commentary published October 9, Milos Maricic, founder of SPEC Research and of Maximand, argued that banks are unlikely to quantify AI returns on earnings calls. He does not doubt that AI will eventually pay off. His reasons: productivity gains from general-purpose technologies lag investment, an AI edge can fade quickly, and AI cost is now a major concern, with the "tokenmaxxing" phase over.
Fortune notes the opinions are the author's own. We summarize them here as an outside perspective and have not adopted them.
Source: Fortune