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
Listen ad-free on Castria