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Live · The Signal · W37
Monday, September 14, 2026
AI Lately

AI is about people, and what they have been up to lately.

Category

Enterprise Adoption

Audited numbers from the buyers of AI. 3 pieces.

  1. Enterprise Agents, Audited

    Marc Benioff's Agentforce crossed $1.5 billion in annualized revenue even as Salesforce cut its own agent team, while Bill McDermott, Alex Karp and Microsoft's commercial leadership disclosed growth ahead of matching detail.

    People: Marc Benioff, Bill McDermott, Alex Karp, Shyam Sankar, Judson Althoff

    Aug 26, 20265 min · 5 sources
  2. The 95 Percent Problem

    Ramesh Raskar's MIT NANDA team measured enterprise generative AI's actual profit impact, Gartner's Anushree Verma priced the coming wave of canceled agentic projects, and McKinsey found corporate conviction outrunning corporate cash.

    People: Ramesh Raskar, Aditya Challapally, Anushree Verma

    Aug 25, 20266 min · 6 sources
  3. Consulting's Pivot

    Julie Sweet's Accenture credits early AI bets for a strong fiscal 2025, Bob Sternfels reorganizes McKinsey's balance sheet, and Deloitte's own AI-written reports handed two governments a costly lesson in verification.

    People: Julie Sweet, Bob Sternfels, Jason Girzadas, Joseph Ucuzoglu

    Nov 24, 20255 min · 8 sources