Apollo's chief economist Torsten Slok publishes gloomy AI report; Rohan Paul pushes back
rohanpaul_ai · x · 2026-10-25
Apollo's chief economist Torsten Slok published a downbeat report on AI. He argues mainstream firms don't need the latest models and won't pay for them; with no bottom-line gain, they now treat token spending as a cost center weighing on margins. He also notes total factor productivity growth sits near 0% and is pessimistic about AI's macro impact.
Rohan Paul counters that other signals he's watching don't really support these conclusions.
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