Merge pull request 'master' (#1 ) from master into main

Reviewed-on: #1
docs: comprehensive case narrative report
2026-06-04 19:05:16 -05:00 · 2026-06-04 19:05:16 -05:00 · 2026-06-04 19:05:16 -05:00 · 2026-06-04 19:05:16 -05:00 · 2026-06-04 19:05:16 -05:00 · 2026-06-04 19:05:16 -05:00
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 # AI Bubble Case Study — Summary Tables
 > Generated from `src.data.*` modules. Data retrieved June 2026.
 ## 1. Bubble Indicators Comparison
 | Indicator | Current Value | Historical Mean | Zone | Source |
 |---|---|---|---|---|
 | Shiller CAPE | 40.03 | 17.39 | Bubble (>30) | Yale/Shiller |
 | Buffett Indicator | 219% | ~105% | Bubble (>200%) | Composite |
 | S&P 500 P/E | 29.6 | ~17.9 | Warning | multpl.com |
 | Dividend Yield | 1.04% | ~3.15% | Near historic low | multpl.com |
 ## 2. Hyperscaler Capex by Year/Company
 | Year | Microsoft | Alphabet | Meta | Amazon | Combined |
 |---|---|---|---|---|---|
 | 2020 | $8B | $16B | $14B | $17B | $55.3B |
 | 2021 | $21B | $22B | $16B | $52B | $110.5B |
 | 2022 | $28B | $25B | $19B | $61B | $132.7B |
 | 2023 | $30B | $32B | $28B | $71B | $160.8B |
 | 2024 | $53B | $52B | $38B | $83B | $226.0B |
 | 2025 | $80B | $75B | $60-$72B | $80-$131B | ~$326B |
 | 2026 | $100B+ | $175-$185B | $115-$135B | $200B | ~$605B |
 ## 3. AI Startup Valuations
 | Company | Valuation | Revenue Multiple | Date | Source |
 |---|---|---|---|---|
 | OpenAI | $840B | 31x revenue | Q1 2026 | CB Insights |
 | Anthropic | $380B | 40x revenue | Q1 2026 | CB Insights |
 | Perplexity AI | $5.3B | 27x revenue | Q1 2025 | Crunchbase |
 | Scale AI | $14B | 7x revenue | 2024 | Crunchbase |
 | Mistral AI | $8B | 40x revenue | 2024 | Company filings |
 | Cohere | $3.7B | N/A (pre-profit) | 2024 | Crunchbase |
 | Hugging Face | $4.5B | N/A (pre-profit) | 2024 | Crunchbase |
 ## 4. Agent Adoption Survey Data
 | Survey | Production % | Scaling % | Sample Size | Date |
 |---|---|---|---|---|
 | LangChain 2025 | 57.3% | — | 1,340 | 2025-11 to 2025-12 |
 | McKinsey 2025 | — | 23% | 1,993 | 2025-11 |
 | PwC 2025 | 79% | — | 308 | 2025-04 |
 ## 5. Productivity Case Study Metrics
 | Company | System | Key Metric | Value | Confidence |
 |---|---|---|---|---|
 | Klarna | AI Assistant (LangGraph + LangSmith) | FTE equivalent | 700 | HIGH |
 | Klarna | AI Assistant (LangGraph + LangSmith) | Resolution time reduction | 80% | HIGH |
 | Klarna | AI Assistant (LangGraph + LangSmith) | Task automation | 70% | HIGH |
 | JPMorgan Chase | COiN (Contract Intelligence) | Hours saved/year | 360,000 | HIGH |
 | JPMorgan Chase | COiN (Contract Intelligence) | Contracts processed/year | 12,000 | HIGH |
 | JPMorgan Chase | COiN (Contract Intelligence) | Annual value | $150,000,000 | HIGH |
 | ServiceNow (SnowGeek) | Now Assist + Agentic AI for IT Operations | Midnight escalation reduction | 73% | MEDIUM |
 | ServiceNow (SnowGeek) | Now Assist + Agentic AI for IT Operations | MTTR improvement | 65% | MEDIUM |
 | ServiceNow (SnowGeek) | Now Assist + Agentic AI for IT Operations | Annual downtime savings | $2,300,000 | MEDIUM |
 | Morgan Stanley | DevGen.AI Developer Assistant | Developer hours saved | 280,000 | LOW |
 ## 6. Failure Modes
 | Finding | Rate | Source | Confidence |
 |---|---|---|---|
 | 95% of corporate AI pilots deliver zero measurable return; only 5% reach production with impact | 95% | MIT Media Lab 2025 | HIGH |
 | 42% of companies abandoned most AI initiatives in 2025 (up from 17% in 2024); 46% of PoCs scrapped before production | 42% | S&P Global 2025 | HIGH |
 | Over 80% of AI projects fail — twice the failure rate of non-AI technology projects | 80% | RAND Corporation 2025 | MEDIUM |
 | ~80% of autonomous-AI deployers cut headcount; ZERO correlation between layoffs and ROI | — | Gartner May 2026 | MEDIUM |
 | Over 40% of agentic AI projects will be canceled by end of 2027 due to escalating costs, unclear value, or inadequate risk controls | 40% | Gartner prediction | MEDIUM |
 | 88% AI adoption but only 31% scaling — vast majority stuck in pilots | — | McKinsey State of AI 2025 | HIGH |
 | External partnership deployments succeed at ~67% vs ~33% for internal builds | — | MIT Media Lab 2025 | MEDIUM |
 | 90%+ of companies have employees using personal AI tools; only 40% have official licensing | — | Multiple sources | MEDIUM |
 ---
 *Tables generated programmatically from research data modules.*
Author	SHA1	Message	Date
marsultor	8ecf3f64e3	Merge pull request 'master' (#1 ) from master into main Reviewed-on: #1	2026-06-04 19:05:16 -05:00
Orchestrator	03b006a9d5	docs: comprehensive case narrative report	2026-06-04 19:05:16 -05:00
Orchestrator	37f1adcd85	fix(chart): correct dashboard size, label alignment, and data source	2026-06-04 19:05:16 -05:00
Orchestrator	ad629723dc	feat(chart): flagship 3x3 narrative dashboard	2026-06-04 19:05:16 -05:00
Orchestrator	664e7c9a43	feat(tables): summary data tables in Markdown	2026-06-04 19:05:16 -05:00
Orchestrator	0e33e92577	feat(chart): AI agent productivity case studies	2026-06-04 19:05:16 -05:00
Orchestrator	6fb5e57e1e	feat(chart): benchmark scores with production disclaimer	2026-06-04 19:05:16 -05:00
Orchestrator	7153015fd5	feat(chart): real-world developer AI adoption and code quality	2026-06-04 19:05:16 -05:00
Orchestrator	fe353087a1	feat(chart): agentic AI market size forecasts	2026-06-04 19:05:16 -05:00
Orchestrator	4ed57f7dd4	feat(chart): enterprise agent adoption surveys	2026-06-04 19:05:16 -05:00
Orchestrator	d84d0655ee	feat(chart): MCP SDK download growth and agent framework adoption	2026-06-04 19:05:16 -05:00
Orchestrator	43602b1a5f	fix(chart): correct quarterly label format from QQ1 to Q1	2026-06-04 19:05:16 -05:00
Orchestrator	61399e1336	fix(chart): add quarterly granularity to hyperscaler capex chart	2026-06-04 19:05:16 -05:00
Orchestrator	864497922b	fix(chart): correct NVIDIA growth rate figures in annotations	2026-06-04 19:05:16 -05:00
Orchestrator	b7e840217d	feat(chart): NVIDIA data center revenue with growth deceleration	2026-06-04 19:05:16 -05:00
Orchestrator	ad309ce2e7	feat(chart): GPU utilization paradox visualization	2026-06-04 19:05:16 -05:00
Orchestrator	42ea8c0fb8	feat(chart): tech sector debt issuance with 4x spike	2026-06-04 19:05:16 -05:00
Orchestrator	142018eab8	feat(chart): hyperscaler AI capex trajectory	2026-06-04 19:05:16 -05:00
Orchestrator	6c22ef7edd	feat(chart): composite bubble indicators dashboard 2x2	2026-06-04 19:05:16 -05:00
Orchestrator	a3da271366	feat(chart): Buffett Indicator with danger threshold	2026-06-04 19:05:16 -05:00
Orchestrator	75a6d3b95e	feat(chart): S&P 500 P/E and dividend yield historical	2026-06-04 19:05:16 -05:00
Orchestrator	0da4b975ae	feat(chart): Shiller CAPE historical with bubble zone shading	2026-06-04 19:05:16 -05:00
Orchestrator	f7567fb695	fix(utils): correct bbox_inches default from invalid string to None	2026-06-04 19:05:16 -05:00
Orchestrator	58e7aec449	feat(utils): add high-resolution chart export utilities	2026-06-04 19:05:16 -05:00
Orchestrator	6fcf1bdb02	feat(utils): add shared styling and color palette	2026-06-04 19:05:16 -05:00
Orchestrator	5139f6abb4	feat(data): add market bubble indicator time series from live sources	2026-06-04 19:05:16 -05:00
Orchestrator	0631b6075c	feat(data): add AI infrastructure spending and NVIDIA revenue datasets	2026-06-04 19:05:16 -05:00
Orchestrator	c801c0c831	feat(data): add agent productivity case studies and failure mode data	2026-06-04 19:05:16 -05:00
Orchestrator	3e81f901fe	feat(data): add agent adoption surveys and real-world developer AI data	2026-06-04 19:05:16 -05:00
Orchestrator	579d7af709	chore: scaffold project and install dependencies	2026-06-04 19:05:16 -05:00
Krishna Ayyalasomayajula	a6e70d780a	base	2026-06-04 15:14:32 -05:00
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