FIR #421: GenAI Is Paying Off for Individual Employees

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The End of the Generative Artificial-Intelligence Bubble
The End of Investors' Generative AI Honeymoon
Will Generative AI Really Pay Off?
Generative AI Seed Funding Drops 76% As Investors Take A Wait-and-See Approach
Is Generative AI Worth the Investment?

These are all headlines from the last several weeks suggesting, as Gartner believes, that generative AI has arrived at the trough of disillusionment (the low point in Gartner's technology hype cycle). This skepticism can be attributed to the fact that there haven't been any breakthrough products that have produced huge revenues. Instead of companies making big investments in AI, individual employees are using free or low-cost tools independently.

While those enterprise tools are undoubtedly coming, employees using ChatGPT, Gemini, Claude, Perplexity, and Copilot are seeing big gains in productivity and even creativity. A new report from Microsoft -- which looks at Copilot use by 6,000 employees in more than 60 organizations -- reinforces this view. In this midweek episode, Neville and Shel dig into the report, along with a Washington Post study that ranks how individuals are using generative AI.
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