1. AI investments are already delivering strong returns

The data on AI implementation benefits is compelling and consistent across multiple studies:

Morgan Stanley (400 respondents, June 2024):

• 50% reported ROI meeting expectations

• 40% reported exceeding expectations

Ernst & Young (500 respondents, May 2024):

Positive ROI seen in:

• 77% Operational efficiencies

• 74% Employee productivity

• 72% Customer satisfaction

Enterprise Technology Research (1,800 respondents, October 2024):

• 97% of leading GenAI adopters reported tangible benefits from deployments

Google Cloud (2,500 respondents, April 2024):

• 74% reported positive ROI from GenAI investments

• 84% successfully transformed a GenAI use case into production within six months (Think about it - 6 months to production is impressive)

2. Scale creates a compound advantage in AI

The most striking finding: the larger the company, the higher the success rate of AI implementations. Companies with $10B+ in revenue are 1.5x more likely to report breakthrough AI results (ROI exceeding expectations) compared to sub-$1B firms.

Among reasons why larger enterprises benefit more from AI could be:

• Dedicated MLOps teams and mature data infrastructure reduce implementation costs and accelerate time-to-value

• Established governance frameworks that accelerate AI deployment while managing risk

• Extensive data across business units provides richer training material for AI models, driving higher accuracy and value

• Large cloud commits make AI purchases through marketplaces effectively "pre-budgeted"

• Priority access to hyperscaler resources and ISV roadmaps enables faster problem resolution

3. The adoption curve is steepening

Morgan Stanley's latest survey (3Q24) shows 70% of CIOs expect AI in production by 2025, with ~38% already having it in production in 2024. This puts AI adoption on pace to significantly outstrip both internet and computer adoption curves.

But here's what many miss: if ROI from AI is clearly there, enterprise customers aren't merely buying AI capabilities - they're investing in proven success patterns. They are scaling their strategic advantage.

"So: AI adoption is on track," concludes JP Morgan.

What's your take - are you seeing this enterprise-first pattern in AI adoption?