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Monologue: Everyone Suddenly Cares About AI ROI

May 29, 2026 · 11m

Summary

Ed Zitron critiques the AI industry’s inability to measure return on investment, citing massive, uncontrolled token spending by companies like Uber and Zillow. He argues that executives ignored costs due to subsidized rates and now face unsustainable bills without clear metrics for value. Zitron dismisses vague promises of future measurement tools, labeling the current business model a grift built on executive ignorance.

Topics discussed

Intro and advertisements for Amazon Health AI, Intuit, Domino's, and Samsung Uber COO's comments on AI costs and the industry's lack of ROI measurement Examples of massive AI token spending at payment processors, Zillow, and Uber Critique of executives ignoring ROI and the difficulty of measuring knowledge work Flawed metrics like pull requests and OpenAI's move to token-based billing Lack of viable alternatives to Anthropic and OpenAI for enterprise stability Conclusion on the unsustainability of the AI business model and show wrap-up Outro advertisements for Seafoam, LifeMD, Shell, and Visible
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