> nearly every company deploying AI tools at scale has hit the same wall: exponentially growing costs. That curve is unsustainable - left unchecked it will eventually overtake revenue.

But the question remains, AI hasn't shown any explosion in growth/revenue for most companies. The effects seem muted.

If only one company had AI and nobody else did, then that one company would be expected to start seeing an explosion in growth/revenue. As it is, everybody has access to AI, so extensive use of AI should just result in keeping up with the competition. The ROI to spending on AI is "not dying".