McKinsey: Top AI Adopters See ~20% EBITDA Gains from Better Decisions, Not Headcount Cuts
mikeflache · x · 2026-09-12
Rich Turrin cites McKinsey's latest AI survey: top AI adopters report roughly 20% EBITDA improvements, driven not by cutting people but by better decisions, faster action on market signals, and better asset allocation.
- AI labor savings show up in SG&A, which is only 5-12% of revenue at most companies
- The 20% EBITDA gains dwarf what admin layoffs could save
- These soft-dollar gains don't fit cost-reduction templates, yet companies keep optimizing the smallest line item—why layoffs continue
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