🚨 THE FIRST COMPANIES ACTUALLY USING AI AT SCALE ARE STRUGGLING TO AFFORD IT.
⚠️ Critics say the AI boom was built inside a protected funding loop where Big Tech invested billions into startups that immediately spent the money back on cloud servers.
But now real companies are facing the actual costs.
📉 Reports claim: ▪️ Uber exhausted its annual AI budget by April after deploying AI coding tools internally
▪️ Microsoft reportedly ordered engineers to reduce usage of expensive AI coding agents due to soaring token costs
▪️ Nvidia executives admit compute costs are now exceeding labor costs in some workflows
🔥 The biggest risk: Even if AI gets cheaper per token, total usage may explode even faster as autonomous AI agents run continuously.
The question Wall Street is starting to ask:
Can the real economy actually afford AI at global scale?