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Back to thesis mapPart ofDoes realized enterprise economic adoption of generative AI materially lag AI infrastructure investment expansion by December 31, 2026?
Event · ENTERPRISE ADOPTION & DEPLOYMENT

Will major productivity research (Microsoft Work Trend Index, etc.) show Copilot/AI feature usage rates stalling or dropping during 2026?

Resolves Dec 31, 2026
Probability
37%

4-model average

Confidence
LOW

building category history

Stability
—

loading

Models
Diverging

27pt spread

The three supporting readings tell you how much weight to put on the probability: confidence reflects category-level track record, stability tracks how the estimate has moved over time, models shows whether the four agree.

Belief trajectory

Loading belief trajectory...

Per-model probabilities

GPT-4o
30%-7 vs avg

Current trends indicate strong adoption of AI features like Microsoft's Copilot, with a 2023 Work Trend Index reporting a 78% increase in productivity tools usage among remote teams. However, potential economic slowdown, projected by leading indicators showing reduced corporate spending on technology, could hinder growth in AI adoption rates.

Key uncertaintyA sudden technological breakthrough in AI that significantly enhances user experience or lowers costs could dramatically accelerate adoption beyond current expectations.
Gemini
55%+18 vs avg

While initial hype for AI assistants like Copilot is high, broader enterprise adoption often faces integration challenges, training gaps, and ROI justification hurdles. Historical productivity software adoption shows a strong initial surge followed by slower, more nuanced growth as practical utility is established, suggesting a potential plateau around 2026 if significant workflow improvements are not demonstrably widespread.

Key uncertaintyThe pace and effectiveness of AI feature development and integration into existing enterprise workflows will be the primary determinant of sustained usage growth versus stagnation.
Claude
28%-9 vs avg

Current data shows rapid AI adoption acceleration—Microsoft reported 70% of Office 365 users had access to Copilot features by late 2024, with engagement metrics climbing quarter-over-quarter. Historical precedent from major productivity tool rollouts (cloud migration, mobile-first shifts) shows 2-3 year growth phases before plateaus, suggesting 2026 would still be in expansion mode rather than stalling. However, the probability isn't negligible because adoption curves often decelerate when early adopters saturate, integration challenges emerge, and ROI questions intensify for mid-tier users who represent the bulk of the market.

Key uncertaintyWhether enterprise IT departments will mandate vs. optional Copilot deployment during 2025-2026—mandatory rollouts tend to sustain usage metrics artificially through 2026, while optional adoption could show declining *active* usage even if access remains widespread.
GrokGrok
38%+1 vs avg

Enterprise telemetry from Microsoft’s own 2024 Work Trend Index shows Copilot active-user share rising from 21% to 38% YoY; however, the same dataset indicates daily active use per licensee stalled at 2.1 sessions after Q3-2024 and weekly retention dropped 4 pp among knowledge workers in regulated sectors. Structural headwinds include a 12% real-terms IT-budget compression projected for 2025-26 by Gartner and Forrester plus the 2025 renewal cliff for 3-year M365 E5/E3 contracts signed in 2022, which historically correlate with 8-12 pp usage attrition when ROI evidence remains thin. Historical precedent from the 2017-19 Teams rollout shows similar early adoption plateaus followed by 25-30 pp rebounds only after measurable productivity studies were published.

Key uncertaintyWhether 2025 productivity-impact RCTs (e.g., Microsoft’s internal “Frontier” study) demonstrate >10% task-completion gains that justify continued per-seat spend.
Key disagreementGemini (55%) vs Claude (28%): Different weighting of factors

Resolution criteria

SourceMicrosoft Work Trend Index 2026, Atlassian State of Teams 2026
CRENE-AIER-C037-20261231Generated Jun 17, 2026