There Is a Burning AI Hole in Big Tech's Pocket

Wait, where is the ROI?

The trillion-dollar club is setting its wallets on fire, all in the name of staying relevant in the AI arms race. Meanwhile, no one can answer the most basic question: How many foundation models does the world actually need?

We’ve gone from “move fast and break things” to “move fast and torch the balance sheet.” Welcome to the era of AI delirium, where model launches outpace product roadmaps and corporate debt funds data centers that won’t even pay off until AGI does your taxes. And all this… while investors start asking: Wait, where’s the ROI?