AI ROI Under Fire: Demand, Not Supply, Is the Real Constraint

Critics argue that massive AI infrastructure spending lacks matching demand, and that bullish trillion-dollar revenue forecasts for OpenAI and Anthropic ignore basic economics by focusing on supply rather than where demand will come from.

2026-08-29 ~ 2026-08-30 · 3 related posts

• AI Investment Returns Overstated? Tech Optimists Ignore Basic Economics — aiamblichus · 2026-08-29
• AI ROI Paradox: Massive Infra Spending vs. Slow Demand Growth — inComplete-Oven · 2026-08-29
• Critique of AI Revenue Forecasts: Demand, Not Supply, Is the Key Constraint — mattbeane · 2026-08-30