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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