AI Is Slowing Down

Zitron Squeeze · Jun 9, 2026 · 8m

The core question here isn't whether AI is useful. It's whether the industry's spending plans make any economic sense at the scale being promised. And once you look at the debt, the token billing, and the revenue assumptions together, the stress points start to line up.

Compute commitments versus plausible revenue

Data center debt and the financing bottleneck

Token billing, visibility, and vendor incentives

Internal token burn and ROI scrutiny

Workforce strain and the human layer

The coming exposé and what to watch

Source:

Ed Zitron's Where's Your Ed At — AI Is Slowing Down

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