AI spend is shifting from experimental pilots into a major recurring operating expense that reached $1.5 trillion globally in 2025.
The potential returns are greater than ever, but so is the gap between investment and impact. According to a recent McKinsey study, 88% of organizations have deployed AI in at least one business function, but only 39% can trace that investment to enterprise-level EBIT impact.
There is no established discipline for making these investments measurable, predictable, and efficient. That is why we are launching the Cursor CFO Council, a working group of finance leaders focused on answering a single question: How do you keep AI spend tied to value?
The council will meet quarterly in rotating cities around the world, giving members a standing forum to compare what they are seeing and develop a shared framework for AI economics.
Intelligence is showing up in revenue






