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Re:Alphabet's cash burn raises alarm for Big Tech as AI spen... by dgellow on Thursday July 23, 2026 @09:35AM (#49021351)
It doesn’t matter… are those companies using AI getting a positive ROI? So far there is no signs it is the case, unless you’re yourself selling AI stuff
Re:Alphabet's cash burn raises alarm for Big Tech as AI spen... by budsniffer952 on Thursday July 23, 2026 @09:40AM (#49021433)
>are those companies using AI getting a positive ROI?

Yes.

>So far there is no signs it is the case

How could you possibly know this?

Re:Alphabet's cash burn raises alarm for Big Tech as AI spen... by TheOtherHobbes on Thursday July 23, 2026 @09:56AM (#49021682)
Because there are almost no "We used AI to save money, improve our services, and gain more customers" success stories.

There's a lot of "We fired a lot of people because we're sheep and now we're having to hire some of them back" stories. And a lot of "A few engineers are doing a lot more, but we're not quite sure how to turn that into actual money" stories. And even more "We told everyone to tokenmaxx, and they did, and then we realised it was costing too much, so we stopped," stories.

But there really hasn't been a deluge of "AI has cut costs and increased profits while also improving quality" stories.

There has been a small outbreak of vibe-startups offering fairly generic services - mostly marketing and adjacent - who are doing okay, possibly.

But established tech? Doubt.

Re:Alphabet's cash burn raises alarm for Big Tech as AI spen... by weakfish on Thursday July 23, 2026 @09:54AM (#49021638)
How could you? Can _someone_ in this thread _please_ provide a source?
Re:Alphabet's cash burn raises alarm for Big Tech as AI spen... by mcphage on Thursday July 23, 2026 @09:48AM (#49021554)
They are! Coincidentally, there's been a precipitous decline in software quality and reliability the last few years.
Re:Alphabet's cash burn raises alarm for Big Tech as AI spen... by TeMPOraL on Thursday July 23, 2026 @09:53AM (#49021629)
No, there wasn't. The step decline started when SaaS was embraced, and everything turned into webshit.
Re:Alphabet's cash burn raises alarm for Big Tech as AI spen... by vrganj on Thursday July 23, 2026 @09:37AM (#49021383)
Sure, and my nephew is building nice little trucks with Legos.

The point is, is anyone getting any value from it?

Re:Alphabet's cash burn raises alarm for Big Tech as AI spen... by budsniffer952 on Thursday July 23, 2026 @09:43AM (#49021478)
>The point is, is anyone getting any value from it?

No, you're right, no one is getting any value from it.

Re:Alphabet's cash burn raises alarm for Big Tech as AI spen... by flextheruler on Thursday July 23, 2026 @09:55AM (#49021664)
Sarcasm over a legitimate question really? After about 4 years I think it's totally acceptable to ask where the profit is on any company's 10-K. Where are even the revenues on a 10-K?