When, not if.

> Faith in the AI boom has recently been rattled by research from the Massachusetts Institute of Technology, which showed that 95% of organisations are getting zero return from their investments in generative AI.

They cite this paper while also citing OpenAI’s valuation. If you actually read the paper, it doesn’t really talk about AI in general but just llm based saas and that people use their personal accounts for AI and are satisfied with it. So the paper, if anything, reinforces the idea that OpenAI is brining value and doesn’t make a claim about LLMs at large.

It really gives the impression of not doing much research to understand the nuances of the supposed bubble.