leadership1 distinct publisher
Wharton reads a trillion dollars of AI capex as a bet on tripling productivity
The Wharton model works backwards from the spending to find the productivity gain that would justify it. The answer is 2.7 times per boom, and its authors say the five firms making that bet face solvency risk if it misses.
Publishers:knowledge.wharton.upenn.edu
Reality
- Evidence42
- Adoption25
- Hype gap+30
- Incentives70