AI supply chain, concentration risk, hyperscaler capex, portfolio exposure to AI
John O’Connell Featured in Kiplinger: Will AI Pay Dividends for Your Firm? To Find Out, Budget for the Whole Iceberg, Not Just the Tip
John O'Connell was recently published in Kiplinger on why most firms miscalculate AI ROI. His argument is that the vendor's token bill is just the tip of the iceberg, and the costs that actually decide whether AI pays off never appear on that invoice. There are three: review, because every output reaching a client...
