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A weekly, free rundown of the consulting-firm AI research that matters — the headline figures, why they matter, and what nobody else has checked yet.

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Latest issue · 8 - 15 Sep 2026

AI's $4.7 Trillion Profit Shift, and the Value Gap That Still Won't Close

Bain sizes AI's profit shift at $4.7 trillion. EY finds only 12% of CEOs see AI impact reviewed by senior management. Plus layoff and governance warnings.

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31 August 2026

Three Surveys, One Number: Only 6% of Companies Are Seeing Real Value From AI

McKinsey and BCG independently land on the same 6% for real AI value. Gartner finds few have scaled AI, and chatbots had a rough week.

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24 August 2026

The Real Cost of an AI Agent Is the People Watching It, McKinsey Finds

Human oversight, not tokens, drives most of an AI agent's running cost, McKinsey finds. Gartner shows firms funding AI by cutting the labour agents need back.

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