I came across this video that gives a no nonsense review of where GenAI profitability can be found. I highly recommend watching it, but for those in hurry, here is the TLDR:

1. ROI is not productivity/time saved/lines of code written/number of emails written etc.
2. Only 11% of 2400 companies surveyed in 2025 were able to increase ROI using GenAI.
3. Companies that saw increased ROI are those that redesigned their business processes to integrate seamlessly with GenAI. However, this associated change management for many also obliterated any gains.
4. GenAI Wrappers addressing domain specific needs seem more likely to increase ROI with this market estimated to grow to $38 billion by end 2025.