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McKinsey, BCG, and KPMG reveal the 39% profit gap in enterprise AI

What works, what doesn't, and why 61% of AI investments fail

Author

Steve Luu
November 14, 2025 • Estimated Read Time: 7 minutes

In partnership with

Welcome back,

This week, we look at:

  • How the 62% of companies McKinsey surveyed are using Agentic AI.

  • How MedTech is seeing gains from AI.

  • How AI is shaping CX into “Total Experience”.

Let’s dive in 🤖

The GPTLDR

Nearly two-thirds of organizations haven't begun scaling AI across the enterprise. However, only 39% report any enterprise-level EBIT impact The takeaway? Companies that see the most value from AI often set growth or innovation as additional objectives beyond just cost-cutting.

The Details

  • The Agent Explosion: 23% of organizations are already scaling agentic AI somewhere in their enterprise, with IT and knowledge management leading adoption.

  • The High Performer Playbook: AI high performers are three times more likely to say their organization intends to use AI for transformative change and nearly three times as likely to fundamentally redesign workflows.

  • The Investment Reality: More than one-third of high performers commit over 20% of their digital budgets to AI (compared to 10% for others).

  • The Workforce Wild Card: 32% of respondents expect workforce reductions of 3% or more in the next year due to AI, while 13% expect increase.

Why It Matters

  • The gap between AI use and AI value is massive – having the tech isn't enough; you need to redesign workflows around it.

  • Growth beats efficiency – companies focused solely on cost-cutting are leaving money on the table.

  • Scale requires commitment – high performers invest 2x more and empower leaders to drive transformation, not just adoption.

The GPTLDR

MedTech companies are achieving 5-10%+ revenue growth and up to 50% productivity according to BCG’s latest finding. How? They’re moving beyond basic automation to reshaping entire functions with AI.

BCG recommends using the 70/20/10 rule: 70% effort on people and processes, 20% on technology and data, 10% on AI algorithms.

The Details

  • R&D Revolution: 10-70% reduction in design time using AI-driven product ideation and digital twins, with 30-50% productivity gains in software development via AI coding copilots.

  • Operations Overhaul: Manufacturing productivity up 20-30% with digital twins and AI robotics, while predictive supply chain planning reduced backorders by 60%.

  • Commercial Transformation: 20-50% sales efficiency gains with AI copilots and 3x increase in marketing material output through hyper-personalization.

  • The Investment Surge: 60% increase in GenAI investments projected over the next three years.

Why It's Matters

  • AI transformation is 70% about people – technology is the easy part; changing workflows and mindsets is where the work happens.

  • Reshape beats deploy – AI leaders focus 80% of investment on reshaping and reinventing functions, not just adding AI tools.

  • The window is closing – with investment growing 60% annually, late movers face exponentially higher catch-up costs.

Voice AI Goes Mainstream in 2025

Human-like voice agents are moving from pilot to production. In Deepgram’s 2025 State of Voice AI Report, created with Opus Research, we surveyed 400 senior leaders across North America - many from $100M+ enterprises - to map what’s real and what’s next.

The data is clear:

  • 97% already use voice technology; 84% plan to increase budgets this year.

  • 80% still rely on traditional voice agents.

  • Only 21% are very satisfied.

  • Customer service tops the list of near-term wins, from task automation to order taking.

See where you stand against your peers, learn what separates leaders from laggards, and get practical guidance for deploying human-like agents in 2025.

The GPTLDR

Customer experience leaders are abandoning the touchpoint optimization game for something bigger: Total Experience – the seamless integration of customer, employee, partner, and digital touchpoints into an integrated, intelligent whole. The winners? Companies that let AI agents orchestrate across ecosystems, not just automate within silos.

The Details

  • The Agentic Shift: Agentic AI acts as both orchestrator and participant – coordinating across teams while directly interacting with customers.

  • Agents Become Experience Gatekeepers: Learning behaviors and making independent decisions about which brands users interact with.

  • The Ecosystem Play: From Singapore's DBS Bank to UK's Octopus Energy, leaders are using AI to coordinate services across multiple partners in real-time.

  • The Six Pillars Evolution: Personalization and Integrity remain the strongest drivers of commercial outcomes, but their delivery now requires AI orchestration at scale.

We are taking a pragmatic, execution-focused approach, learning by doing and capitalizing on our early efforts of a Responsible AI framework

Francesco Marzoni, Chief Data & Analytics Officer

Why It Matters

  • Competition is now algorithmic – brands must compete for attention from both humans and their AI agents.

  • Boundaries are dissolving – success means orchestrating experiences across your ecosystem, not just your enterprise.

  • Trust becomes technical – with AI making more decisions, transparency and explainability are competitive differentiators.

📚 Interesting Reads

 ➜ Until Next Week

Three things are crystal clear: the pilot phase is ending, the scaling phase is beginning, and if you're not orchestrating AI agents across your value chain by Q2, you're playing catch-up

Stay curious,

—The GPTLDR Team

AI, simplified for Decision Makers.