埃森哲：昔日与今朝，以及它如何预示未来

2026-06-19 02:17·14天前·Gary Marcus

AI 摘要

埃森哲去年九月高调宣称AI将改变其业务，但本季度财报令人失望，股价下跌约18%，本周跌幅近23%，较52周高点已跌超50%。生成式AI并未带来预期的大幅收益，MIT、麦肯锡、贝恩等多份研究均显示类似结论。Claude Code（特殊神经符号系统，非通用聊天机器人）或能提升程序员生产力，但企业整体AI投资回报未达预期，tokenmaxxing热潮正在消退。

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Accenture: Then and now, and how it may signify things to come

Blip, or one more data point that is on trend?

Last September, Accenture was crowing about how AI was going to transform its business:

Today, as I write this, the stock has dropped around 18%, almost 23% for the week, well over 50% from the 52 week high, after a disappointing quarter.

Doesn’t look like their massive AI bet paid off. (Of course competition from AI might be eating into their business, but either way, Accenture’s rolling it out hasn’t produced the miracles they were hoping for.)

I really do think that Claude Code (which remember, is a special-purpose neurosymbolic system rather than a generic chatbot) will increase productivity for coders (if technical debt doesn’t swallow back those gains).

But on the whole, Generative AI has not been delivering great gains. We have seen that now in study after study, MIT, McKinsey, Bain, and many more.

Accenture’s mediocre quarter doesn’t seem like a blip; instead, it seems like one more example of corporate AI RoI not meeting expectations.

Small wonder tokenmaxxing is dying; if enough other big customers are similarly disappointed, the whole jig will be up.

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