What is McKinsey?

Cembalest is 'taking the under' on McKinsey, Bain, and BCG AI power demand forecasts, arguing passenger car and heating electrification will grow faster than data center demand in most countries.

“In most countries, I think electrification of passenger cars and of winter heating is probably going to be faster than the data center growth. So I'm taking the under on some of the McKinsey, Bain, BCG type numbers I'm seeing.”

Microsoft's MAI model outperformed GPT-5 on quality for McKinsey tasks while costing 10x less.

“MAI delivered the highest win rate, outperforming GBT55 on quality while being 10x lower on cost.”

Microsoft MAI is worth tracking as an enterprise model that beats GPT-5 on quality and delivers 10x cost savings in real consulting workloads at McKinsey.

“MAI delivered the highest win rate, outperforming GBT55 on quality while being 10x lower on cost.”

McKinsey found that 40% of financial services customers want increased outreach from their firm, suggesting untapped demand that AI-assisted sales could address.

“There's this stat from McKinsey deck I saw which was 40% and this was in financial services 40% of financial services customers want increased outreach from their firm.”

Client feedback places AI audit value at 10x the cost paid, with companies citing it as more actionable than McKinsey consulting.

“We've had companies that tell us like the audit was worth 10 times what they paid for. It's it's better than McKenzie because it's so telling.”