The AI ROI Surprise: Wharton Finds 75% of Enterprises Seeing Positive ROI from AI
The AI Daily Brief: Artificial Intelligence News and Analysis
Nathaniel Whittemore
4.7 • 763 Ratings
🗓️ 8 November 2025
⏱️ 22 minutes
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Summary
A major new study from Wharton finds that three out of four enterprises are already getting positive ROI from their AI investments — a far cry from the doom-and-gloom narratives of failed adoption. NLW breaks down the findings: how GenAI has moved from curiosity to core workflow, what use cases are driving measurable returns, and why 2026 may be the year of “performance at scale.” Plus: the latest on Anthropic’s $70B forecast, Michael Burry’s AI short, and Amazon’s lawsuit against Perplexity.
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Transcript
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| 0:00.0 | This podcast is sponsored by Google. |
| 0:02.0 | Hey folks, I'm Amar, |
| 0:04.0 | product and design lead at Google DeepMind. |
| 0:06.0 | We just launched a revamped vibe coding experience in AI Studio |
| 0:10.0 | that lets you mix and match AI capabilities |
| 0:12.0 | to turn your ideas into reality faster than ever. |
| 0:16.0 | Just describe your app and Gemini will automatically |
| 0:18.0 | wire up the right models and APIs for you. |
| 0:24.5 | And if you need a spark, hit I'm Feeling Lucky and we'll help you get started. |
| 0:28.6 | Head to AI.studio slash build to create your first app. |
| 0:36.5 | Today on the AI Daily Brief, three quarters of enterprises are already seeing a positive ROI from AI investment. |
| 0:41.7 | And before that in the headlines, Anthropic projects profitability on 70 billion in revenue by 28. |
| 0:42.9 | The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. |
| 0:54.0 | All right, friends, quick announcements before we dive in. First of all, thank you to our sponsors, Gemini, Super Intelligent, Rovo, Robots, and Pencils, and Blitzy. To get an ad-free version of the show, go to patreon.com. slash AI Daily Brief. And to learn more about sponsoring the show or job opportunities or anything else, visit us at AIDDailyBreef.A.I. While you're there, you can also learn more about our AI-R-O-I benchmarking study, |
| 1:14.4 | which is live at ROISurvey.a.i right now. |
| 1:18.0 | Welcome back to the AI Daily Brief Headlines edition, |
| 1:20.1 | all the daily AI news you need in around five minutes. |
| 1:23.1 | A new financial forecast from Anthropics suggests absolutely unrelenting growth for the leading |
| 1:28.6 | AI labs. According to reporting from the information, Anthropic expects to generate $70 billion |
| 1:33.7 | in revenue and have positive cash flows of $17 billion in 2028. Now, last month, Reuters reported |
| 1:41.1 | that Anthropic was on pace for $9 billion in ARR by the end of the year. That report noted a revenue target between $20 and $26 billion had been set for 2026. Digging into line items, Anthropic expects API revenue to reach $3.8 billion this year, more than doubling the $1.8 billion most recently forecast by OpenAI. Claude itself is now generating a billion dollars in annualized revenue, which is more than double its pace from July. Now, for many, the report is a big validation for Anthropic's strategy of pursuing foundation models, the application layer, and direct partnerships with enterprise customers all at the same time. Anthropic assigned a number of large partnerships in recent months, including org-wide deployments for Deloitte and Cognizant for hundreds of thousands of seats. On another front, the numbers suggest that Anthropic might have a big |
| 2:21.3 | fundraising round coming soon. Their last fundraising was completed in September and valued the company |
... |
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