The New York Fed's regional survey just dropped something interesting: AI adoption jumped hard in 2024. Service companies up 40% year-over-year. Manufacturers? Doubled.
This isn't hype anymore. It's capex. It's workflow. It's the boring middle of the adoption curve where real money gets spent and real productivity (maybe) shows up.
The gap between "everyone's talking about AI" and "everyone's actually using AI" is closing faster than most expected. Watch margins, watch labor data, watch who's spending and who's still waiting.
This isn't hype anymore. It's capex. It's workflow. It's the boring middle of the adoption curve where real money gets spent and real productivity (maybe) shows up.
The gap between "everyone's talking about AI" and "everyone's actually using AI" is closing faster than most expected. Watch margins, watch labor data, watch who's spending and who's still waiting.
