{
  "status": "selected evidence integrated in html-v11; reserve sources retained for research",
  "sources": [
    {
      "id": "B01",
      "publisher": "McKinsey",
      "title": "The state of AI in 2026: On the road to ROI",
      "date": "2026-08-25",
      "url": "https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai",
      "evidence": "cross-sectional respondent survey",
      "sample": "1,719 respondents; 97 nations; fielded 4 May–8 June 2026; GDP weighting",
      "locator": "High-performing organizations are transforming with AI; operating-cost section; About the research",
      "findings": [
        "Workflow redesign: nearly three-quarters of high performers versus one-quarter of other respondents. Approximate article wording; exact chart labels not retrieved.",
        "High performers pursue growth/innovation alongside efficiency.",
        "60% expect increased AI investment next year; one in five reports operating costs constraining use."
      ],
      "limits": "Self-report and association, not causal proof. High performers are outcome-selected: at least 5% EBIT impact plus significant reported value; about 6% of respondents. Not Knauf-specific. Do not infer that cost is irrelevant for the other 80%.",
      "accessed": "2026-10-27",
      "presentation_use": "Main slide 4: approximate workflow-redesign comparison; full limits in narration."
    },
    {
      "id": "B02",
      "publisher": "PwC",
      "title": "29th Global CEO Survey: Leading through uncertainty in the age of AI",
      "date": "2026-01-19",
      "url": "https://www.pwc.com/gx/en/1/issues/c-suite-insights/ceo-survey.html",
      "evidence": "CEO survey",
      "sample": "4,454 CEOs; 95 countries/territories; fielded 30 September–10 November 2025; global GDP weighting",
      "locator": "AI at enterprise scale; Survey methodology",
      "findings": [
        "56% report neither increased revenue nor reduced cost from AI over the preceding 12 months; 12% report both."
      ],
      "limits": "Neither of those two benefits is not equivalent to zero value, negative ROI or failure. Respondents can have other benefits, longer payback or no deployment. Categories are not an exhaustive two-part split.",
      "accessed": "2026-10-27",
      "presentation_use": "Backup A8: selected financial-outcome categories."
    },
    {
      "id": "B03",
      "publisher": "BCG",
      "title": "The Formula for Agentic AI Value: Applied AI Index 2026",
      "date": "2026-09-30",
      "url": "https://www.bcg.com/publications/2026/the-formula-for-agentic-ai-value",
      "evidence": "AI-maturity survey and consultancy classification",
      "sample": "More than 1,300 CxOs and senior leaders; 20-plus sectors",
      "locator": "The Formula for Success; FAQ on spending and measurement",
      "findings": [
        "61% of future-built companies versus 17% of laggards fund one multiyear enterprise programme.",
        "95% of future-built companies track P&L value or clear KPIs."
      ],
      "limits": "Selected maturity groups and self-reported associations, not treatment effects. KPI tracking is not necessarily audited P&L reconciliation. Avoid treating January AI Radar and September Applied AI Index spending estimates as one comparable time series.",
      "accessed": "2026-10-27",
      "presentation_use": "Main slide 16: 95% KPI/P&L finding in narration with visible source link."
    },
    {
      "id": "B04",
      "publisher": "BCG",
      "title": "As AI Investments Surge, CEOs Take the Lead: AI Radar 2026",
      "date": "2026-01-15",
      "url": "https://www.bcg.com/publications/2026/as-ai-investments-surge-ceos-take-the-lead",
      "evidence": "executive investment-intention survey",
      "sample": "2,360 executives including 640 CEOs; 16 markets; investment exhibit n=2,308 after missing responses",
      "locator": "Investment as a share of revenue; methodology and sector exhibit in linked report",
      "report_url": "https://web-assets.bcg.com/73/8e/cc44cbc14a3b81695f8a3de28ff1/ai-radar-2026-web-jan-2026-edit.pdf",
      "findings": [
        "All industries: 0.8% of revenue in 2025 versus planned 1.7% in 2026.",
        "Industrials/real estate: 0.7% versus planned 0.8%."
      ],
      "limits": "2026 is a plan, not realised spend. Broad industrial group differs from aggregate. Not evidence Knauf should spend a given share. The newer BCG Applied AI Index uses another sample; do not join its 3.3% spending estimate onto this series.",
      "accessed": "2026-10-27",
      "presentation_use": "Research reserve; not in the presentation."
    },
    {
      "id": "B05",
      "publisher": "Satya Nadella / sn scratchpad",
      "title": "Looking Ahead to 2026",
      "date": "2025-12-29",
      "url": "https://snscratchpad.com/posts/looking-ahead-2026/",
      "evidence": "first-person executive perspective",
      "locator": "Numbered point 2",
      "quote": "We will evolve from models to systems when it comes to deploying AI for real world impact.",
      "limits": "A strategic statement, not empirical proof of savings. Best opening-to-engineering bridge.",
      "accessed": "2026-10-27",
      "presentation_use": "Main slide 6: systems quote, transition to application constraints."
    },
    {
      "id": "B06",
      "publisher": "Satya Nadella / sn scratchpad",
      "title": "The Reverse Information Paradox",
      "date": "2026-07-12",
      "url": "https://snscratchpad.com/posts/reverse-information-paradox/",
      "evidence": "first-person executive perspective",
      "locator": "Final paragraph; excerpt begins after In other words",
      "quote": "a company should be able to use a model without giving up the knowledge that makes it unique.",
      "limits": "Supports ownership and provider optionality. Does not establish that every API trains on customer data, that cloud use transfers IP, or that local hosting guarantees protection. Actual contracts, retention and architecture matter.",
      "accessed": "2026-10-27",
      "presentation_use": "Main slide 14: ownership quote, transition to operating responsibility."
    },
    {
      "id": "B07",
      "publisher": "Siemens",
      "title": "Siemens at CES 2026: Industrial AI takes center stage",
      "date": "2026-01-06",
      "url": "https://press.siemens.com/global/en/event/siemens-ces-2026-industrial-ai-takes-center-stage",
      "evidence": "company-hosted CEO statement",
      "locator": "Roland Busch quote below press pictures; CES 6–9 January 2026",
      "quote": "Industrial AI is no longer a feature; it’s a force that will reshape the next century.",
      "speaker": "Roland Busch, President and CEO, Siemens AG",
      "limits": "Industry-relevant but strongly promotional. Less precise for the engineering narrative than the Nadella systems quote.",
      "accessed": "2026-10-27",
      "presentation_use": "Research reserve; not in the presentation."
    }
  ],
  "verification_note": "Primary article bodies and original-author quotations checked online. McKinsey chart SVG could not be fetched; narrative approximations remain explicitly approximate."
}