Monologue: AI Can't Afford To Slow Down
About this episode
Ed Zitron discusses the challenges of AI's return on investment amidst significant compute commitments.
In this week's Better Offline monologue, Ed Zitron runs you through how the “does AI have ROI?” debate is coming at the worst possible time for two companies that can’t afford to slow down thanks to their $1.1 trillion in compute commitments. Newsletter: AI Doesn’t Have ROI https://www.wheresyoured.at/ai-doesnt-have-roi/ Ed on Bloomberg: https://www.youtube.com/watch?v=zbKDmkJPVvI The AI industry's profit problem is getting bigger, says Goldman Sachs' equity research chief https://www.businessinsider.com/goldman-sachs-ai-boom-profit-problem-semiconductor-chip-companies-investment-2026-6 Bloomberg: AI’s Bills Are Bigger Than Ever, And Coming Due https://www.bloomberg.com/opinion/articles/2026-06-04/the-ai-boom-s-next-test-is-the-roi-worth-the-cost Axios: AI sticker shock hits corporate America https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-costs Uber COO story: https://www.businessinsider.com/uber-coo-andrew-macdonald-ai-token-spending-harder-justify-2026-5 Please subscribe to my premium newsletter - save $10 off a year of my premium newsletter…
People in this episode
Host: Ed Zitron
Topics covered
- AI
- technology
- ROI
- corporate spending
- compute commitments
Keywords
- AI
- ROI
- compute commitments
- Goldman Sachs
- Bloomberg
- corporate America
- technology
Mentioned in this episode
Organizations: Goldman Sachs, Bloomberg, Axios, Uber
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- AI Versus The PC Industry With GamersNexus
- Monologue: AI Is Making The Tech Industry Weak
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