Does it really matter? In this case, it is the perception that matters. If companies feel that AI is not quite as helpful as they thought it might, even if they have not maxed out what they theoretically could do with it, then that is all that matter in trying to get sense of where this might go
That's the thing: companies don't feel this way. They are entering their next implementation stages. These aren't new projects I'm getting called about, they're one that are just past the design and foundation stage, on to inplmentation. Whatever you want to call that, the general message is "yep, this direction, but keep going further"
