The document actually debunks this take:

> GenAI has been embedded in support, content creation, and analytics use cases, but few industries show the deep structural shifts associated with past general-purpose technologies such as new market leaders, disrupted business models, or measurable changes in customer behavior.

They are not seeing the structural "disruptions" that were present for previous technological shifts.

Changes over which time window? AI projects in enterprises can’t be longer than 2 years, which is practically in testing the water phase, of course there are very few projects of the disruption nature exist yet.