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Zero Payoff
Apollo's Torsten Slok says AI has delivered zero financial payoff outside Big Tech. Stephen on why the payoff is real but not being collected, the Bill of Work problem, the 1980s upskilling lag, and how a CEO should judge the AI line item. Lightning on Sweden locking staff to Microsoft Copilot, and why one capable agent often beats a swarm.
In this episode, Stephen Forte covers:
Zero payoff on the spreadsheet. Torsten Slok of Apollo finds Mag 7 rising on revenue per worker and margins, while the other four hundred ninety three S and P 500 companies stay flat. Token spend is starting to look…
The skinny
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