Intro

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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