“ROI from AI? Not so Fast “

AI spend is projected to hit $2.52 trillion by the end of 2026, yet more than half of CEOs report seeing no measurable value from their investment. In this episode of Three Takes on AI, Brian Silverman, Campbell Robertson, and Mike Muhlfelder unpack why that gap exists, and why most of the conversation around AI ROI is asking the wrong question.

The discussion centers on a familiar pattern: organizations leading with technology instead of business outcomes, measuring AI against timelines that don't reflect how infrastructure investment actually pays off, and mistaking pilots and press releases for proof of value. Drawing on parallels to the early buildout of electricity infrastructure, Brian, Campbell, and Mike make the case that the real shift isn't about which model to use, it's about which business processes are changing, what controls need to evolve, and whether AI has a genuine seat at the business table rather than living under IT.

A candid, experience-driven conversation for anyone trying to separate AI signal from AI noise.