RS83 on Nostr: The AI numbers are starting to look very ugly. Even under "best case" assumptions, ...
The AI numbers are starting to look very ugly.
Even under "best case" assumptions, FT's own data shows Microsoft AI ROI at -9%, Google at -15%, Meta at -28%, Oracle at -35%. Only Amazon barely comes out positive.
This is exactly why I keep comparing this to the dot-com era. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't.
Right now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet.
Published at
2026-05-29 11:19:32 CESTEvent JSON
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"content": "The AI numbers are starting to look very ugly.\n\nEven under \"best case\" assumptions, FT's own data shows Microsoft AI ROI at -9%, Google at -15%, Meta at -28%, Oracle at -35%. Only Amazon barely comes out positive.\n\nThis is exactly why I keep comparing this to the dot-com era. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't.\n\nRight now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet. https://blossom.primal.net/a2a9d7141a75bff76065be55726ce6460ef4d8fd0a682268fc114ee1bc6b2117.png ",
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