AMERICANTHINKER - Great AI reckoning: Why billions in hype are delivering pennies in value
AI is not living up to its hype, according to a new business survey.
AXIOS (Zachary Basu) - Revenge of the AI bubble
The AI bubble debate has lurched through at least three frenzied phases in the span of three years: - Suspicion: Historic sums of capital poured into AI before anyone proved it could reliably automate work. A violent market correction felt inevitable. - Mania: Claude Code and autonomous agents made the early skepticism look outdated, fueling a corporate scramble to embed AI everywhere and maximize usage. - Reckoning: Companies discovered that AI can be extraordinary when aimed precisely — and ruinously expensive when treated as a universal productivity machine. Why it matters: The first phase doubted the technology. The second phase worshipped it. The third phase — currently gaining steam across Corporate America — questions…
AXIOS (Madison Mills) - Corporate America enters its AI reckoning
Corporate leaders are starting to question whether soaring AI spending is delivering meaningful returns. Why it matters: Companies that rushed to embrace AI are now confronting ballooning IT costs, uncertain productivity gains and growing employee skepticism. Driving the news: Microsoft canceled most of its Claude Code licenses, in part over costs, according to The Verge , and Uber's COO said AI costs are getting "harder to justify." - An AI consultant tells Axios one of their clients recently spent half a billion dollars in a single month after failing to put usage limits on Claude licenses for employees. - Companies are citing AI's ability to automate jobs as a cause for layoffs , though Anuj Kapur, CEO of CloudBees, told Axios that…
AXIOS (Mike Allen) - Axios interview: Scale AI CEO Jason Droege pushes "reliablity" reality
Scale AI CEO Jason Droege tells Axios that AI is often too unreliable for mission-critical use by business, military and government. - "The cost of mistakes in these environments can be high," Droege, 47, said in an interview from San Francisco, where Scale — which celebrated its 10th anniversary this week — is based. Why it matters: Droege — who succeeded founder Alexandr Wang last June when the wunderkind became Meta's first chief AI officer, and Meta took a 49% stake in Scale — wants to signal that it isn't merely a data annotation company, but has long been an AI infrastructure and deployment company. Droege unveiled his mantra for his 1,300+ employees in a memo, "The Reliability Race," being reported here for the first…
NEWSNATIONNOW (Andrew Dorn) - Some of the most popular graduate degrees don't pay off, study finds
Graduate degrees pay off for doctors, pharmacists and lawyers, but others may want to think twice.