AI adoption follows J‑curve like US electrification
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- Exponential View says AI adoption follows a J‑curve path like early US factory electrification, requiring years of investment before ROI gains.
- US early factory electrification required years of investment before noticeable ROI gains, a pattern echoed in AI rollout.
Why it matters: Enterprises that pour capital into AI now must budget for multi‑year horizons before profit, stretching cash‑flow planning, postponing break‑even milestones, and delaying shareholder returns overall.
