ROI, Tokenomics & the AI Bubble | AI Unplugged Ep. 15
In this episode of AI Unplugged, Travis, Jeff, Justin, and Andrew tackle the question every business leader is starting to ask: is AI actually worth what we're paying for it? From hyperscaler ROI failures to the token cost reckoning hitting customers right now, this is the episode where the economics get real.
The ROI Reality Check
A new Financial Times study shows massive negative ROI across Microsoft, Alphabet, Meta, and Oracle — with Amazon the lone standout thanks to their "sell the shovels" infrastructure strategy.
Most customers still aren't seeing productivity returns yet — but the…
The skinny
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