Daniel Newman(@danielnewmanUV):One important caveat around AI ROI is being realistic about when AI became useful. I would argue the ChatGPT moment in late 22/23 was followed by about 3 years of model advances that really didn’t translate to utility for most business use cases. Potential was evident, but this was the era of AI slop. We would pinpoint February 2026 with the release of Opus 4.6 as the real inflection. TLDR we’ve really had useful models for about 8 months. And I would say the advancements since 4.6 have been incredible. More impact on ROI to follow. 👀

2026.11.01 20:41

One important caveat around AI ROI is being realistic about when AI became useful. I would argue the ChatGPT moment in late 22/23 was followed by about 3 years of model advances that really didn’t translate to utility for most business use cases. Potential was evident, but this was the era of AI slop. We would pinpoint February 2026 with the release of Opus 4.6 as the real inflection. TLDR we’ve really had useful models for about 8 months. And I would say the advancements since 4.6 have been incredible. More impact on ROI to follow. 👀

Daniel Newman@danielnewmanUV

2026.10.31 21:08

AI ROI is showing up in business productivity data. Especially in the United States. (Financial Times) 👀🚀💪🏻