Tag

AI Economics

2 takes tagged with this topic.

May 12, 2026 at 8:55pm ET

Gartner: 350 companies cut jobs with AI. None improved ROI.

Gartner just surveyed 350 companies with over $1 billion in annual revenue on AI and workforce reductions. The result should give every operator pause.

Source: Fortune / Gartner

AI Productivity AI Economics Mid-Market

Mostly empty open office with rows of unoccupied workstations and one person working alone at a desk by the window.

May 11, 2026 at 5:14am ET

AI labs are running the burn-now-dominate-later playbook. The cost curve may not cooperate.

Last week I posted about the historic revenue growth at OpenAI and Anthropic. Numbers that have no precedent in the history of enterprise software.

Source: WSJ / Berber Jin / Nate Rattner

AI Infrastructure Hyperscalers AI Economics

Side-by-side bar charts of OpenAI and Anthropic projected annual profit through 2030. Including training costs, OpenAI loses up to roughly $100B per year. Excluding training costs, both labs project profitability later in the decade.