The Bridge Ep. 22: Who Really Benefits From AI? | 23 Sept 2026 | The Bridge by iCapital

1. Executive Briefing (TL;DR)

• Enterprise AI Pivot from Trials to Outcomes: Enterprise AI consumption is transitioning from unconstrained employee experimentation to strict CFO/CIO ROI scrutiny. Overextended token budgets are forcing a pivot toward outcome-based contracts and cost-predictable infrastructure [00:01:41].
• Cost Efficiency via Open-Weight Models: Enterprise software vendors are substituting expensive proprietary frontier models with open-weight models, which satisfy 80%–90% of domain-specific operational workflows at significantly lower token costs [00:02:58].