The productivity paradox closes. That's the prediction.
Right now the gap between AI investment and AI results is wide. The Duke study confirms it, Goldman confirms it, the revenue data confirms it. That gap is your window.
When it closes, when company-reported productivity gains start matching the actual revenue numbers, the second wave begins. Not the AI-washing wave. The real one. Watch for CFO language to shift from "we expect gains" to "we measured gains." That's the signal.
We're not there yet. Plan accordingly.
Note: Post after Substack goes live at 8pm. This note supports the Wednesday post.
Apr 1
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