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AI adoption’s next phase: consumer agents and deeper use inside companies
David George’s a16z analysis argues that adoption remains shallow, citing a gap between reported AI impact and tracked metrics at S&P 500 companies.
TLDR
David George’s a16z analysis argues that AI adoption is broad but shallow. The newsletter says nearly 30% of S&P 500 companies report a quantifiable impact, while roughly 2% report a tracked metric. George sees opportunities in connecting models to company data and workflows, and expects consumer agents and enterprise adoption to be major themes over the next five years.
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