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CEOs Plan to Spend More on AI in 2026 - Despite Spotty Returns (msn.com) 38

The Wall Street Journal reports that 68% of CEOs "plan to spend even more on AI in 2026, according to an annual survey of more than 350 public-company CEOs from advisory firm Teneo." And yet "less than half of current AI projects had generated more in returns than they had cost, respondents said." They reported the most success using AI in marketing and customer service and challenges using it in higher-risk areas such as security, legal and human resources.

Teneo also surveyed about 400 institutional investors, of which 53% expect that AI initiatives would begin to deliver returns on investments within six months. That compares to the 84% of CEOs of large companies — those with revenue of $10 billion or more — who believe it will take more than six months.

Surprisingly, 67% of CEOs believe AI will increase their entry-level head count, while 58% believe AI will increase senior leadership head count.

All the surveyed CEOS were from public companies with revenue over $1 billion...

CEOs Plan to Spend More on AI in 2026 - Despite Spotty Returns

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  • The CEOs aren't spending their own money. If they somehow don't win the arms race, they can always look back and say they needed to spend more. If they can declare themselves winners, they will look brilliant and be able to demand huge pay raises from their companies. Even if they nearly drive their companies to bankruptcy on the matter, they'll have other execs from other companies to point to as examples of people who either did worse, or won by spending more.

    It was a good time to be a CEO in January of this year. It's an even better time now.
    • by dbialac ( 320955 )

      I'm not a big fan of what's going on in the corporate world by any means, but CEOs usually get paid in part by shares. They have a financial incentive to make things work. They've got skin in the game beyond their salary. Private equity investors, that's what you're probably seeing. The investors don't care about the long-term financial success of the company. They're interested in making a quick profit via sales via price hikes, staff cuts -- often to deeply, and then flipping the company. Remember Sports

  • More managers? (Score:5, Interesting)

    by SeaFox ( 739806 ) on Sunday December 14, 2025 @07:32PM (#65858431)

    Curious why they think AI will increase senior leadership headcount. With fewer lower-level employees why would they need more management? Also, considering the salaries those senior managers feel they deserve, that will quickly eat up any cost savings from the layoffs.

    • Curious why they think AI will increase senior leadership headcount. With fewer lower-level employees why would they need more management? Also, considering the salaries those senior managers feel they deserve, that will quickly eat up any cost savings from the layoffs.

      AI will be about reducing headcount. No one will be promising anything about saving money. Especially the executives writing executive bonus policies.

      • by SeaFox ( 739806 )

        No one will be promising anything about saving money.

        Shareholders cheer for layoffs specifically because of the savings. Lower headcount = lower operational costs and higher net profits. If headcount is reduced investors will expect to hear news of what the savings was.

        • No one will be promising anything about saving money.

          Shareholders cheer for layoffs specifically because of the savings. Lower headcount = lower operational costs and higher net profits. If headcount is reduced investors will expect to hear news of what the savings was.

          Good. Wouldn't be the first time investors were lied to about "profit".

          Maybe investors can use AI to determine what a good AI investment is. Then perhaps they'll get a clue.

    • Curious why they think AI will increase senior leadership headcount. With fewer lower-level employees why would they need more management? Also, considering the salaries those senior managers feel they deserve, that will quickly eat up any cost savings from the layoffs.

      Once you drop main headcount, there will be a small moment where there appears to be excess payroll funding. If they time it just right, they can hire a bunch of friends into the upper management level to soak up that extra payroll without anyone questioning why they need additional management roles while lowering overall employee headcount. Just imagine the world they're imagining and it all makes perfect sense. I big daycare for the elite, where they can sit and chit-chat about decimating the employment p

  • by rsilvergun ( 571051 ) on Sunday December 14, 2025 @08:07PM (#65858459)
    It's not a product it's there to replace wages. The potential payoff is in the trillions so a little bit of short-term expenditure is fine, most of which you will pay for it because there are only a handful of companies left after decades of mega mergers and illegal antitrust violations that were not enforced.

    The billionaires have had it with capitalism. Mark my words. They are done with capitalism and they are done with consumers and they are done with us.
    • I'm also convinced of the sociopathic aspect of this as well, that even if replacing a worker with AI costs the company more they will be doing it anyway.

      There was a time where it more common to the owners and managers of a company it was a great responsibility and honor to have so many people employed at your company, that the productivity they and yourself, that combination of capital and labor, were able to produce allowed them to have families, buy homes, live a life. Nowadays it seems that attitude is

      • Oh I forgot to add, I think a large factor to this tension in America is our once again stupid healthcare system because it is in fact a burden in a lot of ways for companies to be responsible for health insurance and its an archaic concept that needs to be shed 6 decades ago. It is bullshit and not really fair for the employer or the employee.

        • That being the case, I wonder why big companies haven't lobbied for national healthcare.
          • Its a good question, my guess is it lines up with their political stance. If you support a Republican for their low tax pro business and deregulatory stances well part of that is eating health insurance and that's only because a lot of employees will demand it, that's kinda part of how we get into this mess, it was an enticing incentive to workers and became default. . It's a sticky pickle. I imagine some companies do support it or at least wouldn't oppose it.

          • Because they can negotiate much better health plans than smaller businesses. It's a competitive advantage to retain employees. I have many expensive chronic health issues, and only worked for Big tech mainly for this reason. I never even applied to smaller companies.

      • I'm also convinced of the sociopathic aspect of this as well, that even if replacing a worker with AI costs the company more they will be doing it anyway.

        There was a time where it more common to the owners and managers of a company it was a great responsibility and honor to have so many people employed at your company, that the productivity they and yourself, that combination of capital and labor, were able to produce allowed them to have families, buy homes, live a life. Nowadays it seems that attitude is the exception and most of the owner class see that as a burden.

        Now the race is not who can make the best product at the best price it's who can shed their human workforce as fast as possible, so many of them seem downright obsessed with it.

        It’ll be interesting when they get desperately obsessive about their 40% drop in revenue.

        You know, after Greed fires the human workforce responsible for fueling a revenue stream far too dependent on the discretionary spending no one has in a recession caused by CEO sociopaths.

        • Gonna have to get politically accepting that this country produces a fuckload of wealth and productivity and we have not been taxing it anywhere hard enough.

    • Musk absolutely believes that an AGI under his control with Optimus robots to "maintain the world" for him and his harem of baby factories.

      • Re: (Score:3, Insightful)

        by gweihir ( 88907 )

        Well, Musk is a half-educated idiot that got lucky and now thinks, like so many idiots with some luck, that his skills are superior.

  • by whitroth ( 9367 ) <whitroth@5-cent . u s> on Monday December 15, 2025 @12:43PM (#65859733) Homepage

    Let's see, CEO plan to push into using chatbots, even though they don't do what's needed, but they'll say whatever the CEO wants. And they'll use that to lay off employees.

    Flashback to the nineties - can't remember if it was an NYT or a WSJ article that talked about CEOs downsizing (never mind how the company keeps working) until Wall St. stops rewarding their stocks/stock options.

  • by oldgraybeard ( 2939809 ) on Monday December 15, 2025 @01:26PM (#65859853)
    A proprietary black box that often fails. because it is based on guesses with post guess conditioning to try and fix mistakes.
    Smart CEO's will embrace Automation, it just works!

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