Still expecting expensive enterprise AI to save your employees 30 minutes a day for scrolling through short videos? It’s time to get real. This is why a staggering 95% of companies see zero financial return on their AI investments.

In this episode, we’re tearing off the PPT fig leaf of this year’s enterprise AI hype. We’re getting down to business—talking money and the nerve that hurts most for executives: Return on Investment (ROI).

You will hear these hard truths:

• The Compute Bubble Burst: Meta has so much surplus compute power that it’s starting to rent out GPUs like unrenovated apartments to offset depreciation.
• The Ghost of Solow’s Paradox: Does giving a mason the most advanced computer help them build another building? Many companies are frantically reenacting the tragedy of using the wrong key for the wrong lock.
• Why Subtraction Is a Dead End: The costs saved by squeezing employee time don’t even make a ripple on the macro balance sheet.
• Addition Is the Only Money Printer: AI is not a high-end typist; it is a silicon-based employee. See how Anker uses AI to unlock the horizon of innovation, and how Mars and Bosch use agents to drive probabilistic innovation and small-batch rapid response in virtual spaces.
• Killing the Obsession with Data Governance: Stop spending millions cleaning up years of dirty data. Learn to eliminate dirty data in motion and generate live data through execution.
• The AI Cold War in Office Software: Feishu, DingTalk, and WeCom—whose AI strategy is about subtraction, and who is actually helping you make money?
• Technology Spillovers and the Competitor Trust Paradox: Interior design giant Matrix Design and apparel giant Semir are pulling the same addition play: incubation and spin-offs. How do you turn a cost center into a high-premium, independent money printer for the capital markets?

If you’re still stuck on using AI to polish your weekly reports, listen to this episode and flip the table. We might need a second growth curve, not just a faster typewriter.

Background music from YouTube Audio Library.