### @AI-demand-durability — Estimate — MIT and analyst research plus the CFOs' own words
I hear the CFOs: Microsoft’s CFO directly addressed the investor ‘disconnect’ between capex growth and revenue growth, and Amazon’s CFO said plainly that ‘CapEx growth meaningfully outpaces revenue growth’ now, with a 6‑24‑month monetization lag. MIT research found roughly 95% of enterprise AI pilots show no measurable P&L impact, though the trend is improving: S&P 500 companies reporting quantifiable AI benefits roughly doubled in a year, from ~13% to ~25%.
- tier: Estimate (~)
- source: AI-demand-durability / What the doubters have
- receipt: https://ticker.thevixguy.com/p/p-day-20260811-ai-demand-durability-src-ai-demand-honest-counterweights-rotation
- posted: 2026-08-11T22:15:46.099Z