The Twenty Minute VC (20VC) · Saturday, July 25, 2026
Osvald Nitzky believes that companies are not currently facing an ROI problem with AI spend but are in a phase of exploration and experimentation. He suggests there is more tolerance for calculating ROI correctly, and while some spending is tightening, the rapid pace of AI development means ROI calculations can shift significantly.
“I don't think there's an ROI problem right now.”
“I think we're in a period of exploration and experimentation where there's more tolerance, more patience to get that ROI calculation right now.”
“But I think the paradigm we're in is still, let's see what happens because things are moving so quickly that the ROI calculation might shift too traumatically still.”