You seem hellbent on disproving me. Why?
You seem hellbent on disproving me. Why?
Uhm, no. The OP makes specific claims wrt to AI and financial payoff; you offered up a case study, with incomplete data, as possible evidence that AI is generating these financial payoffs. I'm asking questions to uncover the data necessary to reconcile your case study against the actual claims from OP.
> Even if they were FTEs, it would mean the consultants could do ~3x the work.
Could. But again, are they? That's the whole point of Apollo's claims: people keep saying AI can or could increase capital efficiency, but it's not showing up in any actual financial results.
You're extrapolating a 3x increase in throughput from the optimization of a single process that exists in a whole business system. Given your background, I don't think I have to explain to you why that doesn't make sense.
Also, do we think the S&P 493 is so incompetent that they'd miss these optimizations? Or is it more likely that this firm you're referencing is a small inefficient player, and the S&P 493 already realized these efficiencies decades prior without AI?
Really? Not any results?
You're confusing the original article and the parent comment I replied to. I think the Apollo article is way off, BUT I have very intimate knowledge with very concrete numbers of a use case where AI has a very clear and definable ROI.
> Could. But again, are they?
YES. That's what I'm telling you. They just implemented the system. The contractors spend less time on each project which means they have more time to do another project. How is that so hard to understand?
> You're extrapolating a 3x increase in throughput from the optimization of a single process that exists in a whole business system.
Are you deliberately being obtuse? The company very clearly drives ~$5k additional profit per project. They do hundreds of similar projects.
> Also, do we think the S&P 493 is so incompetent that they'd miss these optimizations? Or is it more likely that this firm you're referencing is a small inefficient player, and the S&P 493 already realized these efficiencies decades prior without AI?
I never made any of these claims, why are you saying I did?