You just got the AI budget signed, the kickoff meeting done, the board nodding along, and then your company hit a moat nobody warned you about: the gap between what the business asked for and what the system can actually deliver a year later. In this episode I walk through what’s really happening in year one of the corporate AI boom: why boards keep funding AI with no defined output, why TSMC’s stock dropped after a 50% revenue jump and a 69% profit surge, what shadow AI is hiding from your KPIs right now, and the one move that gets you across the moat before the board asks what they got for their money.
Episode 28: Investment in AI
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