Only 3 ways to create shareholder value — AI helps with cost, not revenue

HanchungLee · x · 2026-11-12

Responding to a call for a benchmark of AI-generated shareholder value, the author argues there are only three ways to create it: increase revenue, decrease cost, or change capital structure. AI won't help revenue, but can help cut costs — and if you have to ask whether you count as an AI company, no amount of MCPs will make the market value you like one.

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