All three articles are downstream of the same structural question: who captures the productivity dividend when AI raises output per worker, per survey, per codebase? Hassabis says it absorbs into throughput at firms with deep project backlogs; Google's fragmented coding product suite suggests that organizational coherence is already a binding constraint on whether that's true; and Bain's synthetic-customer window shows consultancies timing their entry exactly when enterprises can't yet answer the build-vs-buy question alone. The common variable across all three is demand elasticity — not capability.