> Huntington Ingalls is using AI in battlefield decision tools, Zoetis in veterinary diagnostics, Caterpillar in energy systems, and Freeport-McMoran in mineral extraction.

But most AI push is for LLMs, and all the companies you talk about seem to be using other types of AI.

> Failures of workplace pilots usually result from integration challenges, not because the technology lacks value.

Bold claim. Toxic positivism seems to be too common in AI evangelists.

> The fact that 374 S&P 500 companies are openly discussing it shows the opposite of “no clear upside” — it shows wide strategic interest.

If the financial crisis taught me something is that if a company jumps of a bridge the rest will follow. Assuming that there must be some real value because capitalism is missing the main proposition of capitalism, companies will take stupid decisions and pay the price for it.