Veles Capital redesign how your business decides and works, so AI moves the numbers your owners and buyers care about. AI is making people more productive, but it is not making most companies more profitable.

Veles Capital Research Report Following the Herd: Why AI Isn't Reaching the P&L

Executive summary

AI is making people more productive, but it is not making most companies more profitable. The 2026 research from McKinsey, BCG, PwC, Deloitte and Info-Tech is consistent: 80% of people say AI improves their own productivity, yet only 37% of companies report any EBIT impact, and just 6% earn 5% or more of EBIT from AI. Neither figure moved in a year, while AI spending more than tripled to 3.3% of revenue. In controlled studies individuals complete tasks 25–40% faster; across whole organisations, measured gains fall to around 10%.

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