During the August earnings season, investors are being hit thick and fast with updates about artificial intelligence use cases and potential productivity or cost benefits. However, few companies are providing meaningful insights or quantifiable benefits.To be fair, it’s still early days and many ASX chief executives are working through how to balance the burgeoning cost related to these rapidly evolving technologies against the potential upside. They are no doubt mindful of overseas examples, such as Uber using its entire 2026 AI budget in four months on Claude Code, or Walmart capping AI usage to a set number of tokens per employee for its presentation and spreadsheet agent Code Puppy.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles