Скачать или смотреть Big Tech's AI Spending Spree Is Unsustainable | Here's Why

$650 billion. That's what Amazon, Google, Microsoft, Meta, and Oracle are spending on AI in 2026. But the math doesn't add up.

In this live presentation to a room full of platform engineers, I break down the real numbers behind Big Tech's AI spending spree: the $800 billion revenue gap, the debt-fueled CapEx that now exceeds free cash flow, and why this looks eerily similar to the dot-com bubble, the railroads, and every other infrastructure boom that ended in tears.

The technology is real. The business model isn't. Here's what nobody is telling you.

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https://drjoshcsimmons.kit.com/edc081...

⏱️ TIMESTAMPS
0:00 - The $650 Billion Problem
1:35 - Where the Money Actually Goes
7:18 - What's Working (And What Isn't)
10:55 - The Bad News: No AGI, No Profit Model
13:03 - Why Nobody Can Stop Spending
14:21 - What This Means for Engineers

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#AIBubble #BigTech #CapEx #AISpending #TechBubble