Your AI Bottleneck Was Never the Model
Streams straight from the publisher. PodNod never proxies or re-hosts episode audio.
The strange truth of AI in 2026 is that the technology keeps clearing bars we thought were years away — Alberta's provincial government just used Claude to scan 466 million lines of code in 20 hours, work that would have taken six and a half years by hand — while the business results stay stubbornly flat. MIT finds 95% of enterprise AI pilots deliver no measurable impact; an NBER survey of more than 6,000 executives across four countries finds roughly 90% saw no productivity gain over three years.
This week the most sophisticated vendors on earth told you, in dollars, where the real bottleneck is: Microsoft committed $2.5 billion and 6,000 of its own engineers to embed inside customer companies and deploy AI for them — following Amazon's $1 billion, and Anthropic's and OpenAI's own embedded teams. Stephen Forte on why your AI bottleneck was never the model, and the three moves to make before you fund one more pilot.
No links were found in this episode’s notes.