Over the past few weeks, I’ve heard a version of the same concern from multiple communications and marketing leaders.
For the last year or two, AI was something you said on earnings calls. It was a signal—to investors, to analysts, to the market—that you were forward-looking, serious about productivity, not asleep at the wheel.
And for a while, that was enough.
One senior executive I spoke with described it this way: two and a half years ago, if you mentioned AI three times on an earnings call, your stock went up. Every CEO took note. Of course they did. In a world of shrinking markets, supply chain volatility, and labor uncertainty, leaders were searching for productivity wherever they could find it.
Then along came AI.
It looked like acceleration. It looked like margin protection. It looked like growth. So the narrative moved quickly. Faster, in many cases, than the internal reality.
Now we’re in a different phase. Investors aren’t reflexively reacting to the mention of AI. They’re asking for evidence. Customers want to know what’s actually changed. Boards are asking what the return looks like.
And communications and marketing leaders are inheriting a new mandate: translate aspiration into proof.
This isn’t a critique of “AI washing.” The executives I’ve spoken with are thoughtful people with good intentions. But the reality is that investor narratives often emerge first, while the implications for employees—how this changes work, roles, identity, opportunity—are more complex and often take longer to unfold.
That sequencing gap is where tension now lives.
AI has shifted from signal to scrutiny. And scrutiny requires substance.