Ilona Simpson's writing and talks on what AI costs and returns in real companies, and how boards and owners govern it.
The AI terms that turn up in proposals, results calls and regulators' letters, explained for the people who have to decide.
What AI is doing in real companies, in their own numbers: the investment, the return, the risk. A Monday read.
AI ROI, the issues
A bank named AI agents for 400 job cuts, a grocer counted £251m of savings with AI inside, and an airline refused to let anyone else's AI near its prices.
This week's AI figures came from a restructuring plan, a supplier's prices and a central bank's record. Not from an AI budget.
Companies that measured their AI gains a second time found smaller numbers than the first time. The cost of defending against AI is above plan. And McDonald's has worked out what its AI will cost and return per restaurant.
This week Ingram Micro wrote its AI platform into the financial targets it gave investors to 2029, and Procter & Gamble counted the return on AI inspection in scrap on its own production lines.