Odau Report 04 · 2026

Where AI pays.

Value concentrates. Benchmark against the function and the workflow—not a market headline that has nothing to do with the work you are changing.

Six minutes · Every number sourced · Nothing gated
Sixty seconds
~75%
Potential value in four functions
Customer, sales, engineering, R&D
McKinsey
$89.6B
Three leading industries
38% of the 2024 market
IDC
$222B
Same sectors by 2028
~27% CAGR
IDC
+78M
Net jobs through 2030
Across several macro forces
WEF, 2025
The concentration

Most potential value sits close to high-volume work.

Customer operations, marketing and sales, software engineering, and R&D hold roughly three quarters of generative AI’s estimated annual value potential.

The useful benchmark is the function, then the workflow inside it.

Customer operations

Resolution, routing, summaries and knowledge retrieval.

Marketing and sales

Research, proposals, campaigns and next-best actions.

Software engineering

Code, tests, review, documentation and incidents.

Research and development

Literature, simulation, analysis and design generation.

Source: McKinsey, The economic potential of generative AI.
Sector is context, not proof

A fast-growing market does not make your use case valuable.

Software and information services, banking, and retail led 2024 AI spend. That says where capital is moving. It does not prove a specific workflow will return more than it costs.

$33.3Bsoftware and information services
$31.3Bbanking
~$25Bretail
Source: IDC industry outlook, 2024 estimates.
The workforce headline

The jobs number describes redesign—not AI alone.

The World Economic Forum projects 170 million jobs created and 92 million displaced by 2030. Technology is one of several forces in that forecast.

Measure what changed in your workflow before claiming what changed in your workforce.

What it means

A net 78 million jobs could emerge across technology, demographics and the green transition.

What it does not mean

AI alone will create or remove those jobs inside your company.

Source: World Economic Forum, Future of Jobs Report 2025.
The measurement discipline

A business result has to exist outside the AI itself.

Usage, demos and enthusiasm can all rise without producing a result the company can defend.

Name the result before claiming the value.

Activity

Shows that people interacted with the technology.

Business result

Shows that something meaningful actually changed.

Sources and method

  1. McKinsey, The economic potential of generative AI
  2. IDC, worldwide AI spending industry outlook
  3. World Economic Forum, Future of Jobs Report 2025
Market estimates provide context. Odau’s internal measurement methods are not included.
No gate

Want more like this?

We’ll send you select resources.

We hate spam more than you do. Unsubscribe anytime.