GenAI value comes from process redesign, not adoption
Theme 02
Process redesign is the product; the model is a commodity. 80% of spend that sticks goes to change management, not tooling [S1] [S3]
Tension 01
Micro returns vs. flat macro productivity — firm-level wins [S1]don't reconcile with a 1.1% aggregate TFP trend [S2]. Someone's numbers are misleading.
Pick one process, one metric, one owner. Skip the big-bang transformation.