AI strategist Sam Zolfagharian returns to explain the metric one top ENR engineering firm, Wade Trim, uses instead of ROI: RONI, the Risk of Not Investing. She argues that asking for AI's return after a year or two is the wrong test, and that firms need different measurements at each stage of maturity. Activity counts at inception, changed workflows at integration, and only at transformation does dollar ROI make sense. Also covered: agent adoption at scale, token costs against employee effort, and why building a data lake will not fix your data problem.