13h ago

FT data reveals negative AI ROI for tech giants, with Microsoft at -9% and Meta at -28%

Oracle posted the lowest return on investment at -35%.

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Original post
OPPrakash#1332Prakash@8TEAPI

There will (hopefully) be a time, when these companies are super cheap, meanwhile 50 million geniuses in a datacenter are around the corner, and you can buy these firms at what will be seen as historic bargains as the begin to charge the geniuses rent.

9:52 PM · May 28, 2026 View on X
QUOTE POSTGary Marcus, MIT PhD and NYU Professor Emeritus#153Gary Marcus, MIT PhD and NYU Professor Emeritus@GARYMARCUS

@Noahpinion sure but also:

Gary Marcus, MIT PhD and NYU Professor EmeritusGary Marcus, MIT PhD and NYU Professor Emeritus@GaryMarcus

yes, absolutely, many companies are experimenting. but also: most of those experiments are failing to yield significant RoI. (weird for an economist to not even ask or address that question.)

12:09 PM · May 29, 2026 · 7.9K Views
12:12 PM · May 29, 2026 · 1.6K Views
QUOTE POSTGary Marcus, MIT PhD and NYU Professor Emeritus#153Gary Marcus, MIT PhD and NYU Professor Emeritus@GARYMARCUS

yes, absolutely, many companies are experimenting.

but also: most of those experiments are failing to yield significant RoI.

(weird for an economist to not even ask or address that question.)

Noah Smith 🐇🇺🇸🇺🇦🇹🇼Noah Smith 🐇🇺🇸🇺🇦🇹🇼@Noahpinion

Looks like I'm not the only one asking "What are all those tokens actually producing?". But I don't think this is like the dotcom era. I think companies are just spending this money *experimenting*, trying to figure out what they can do with AI agents. It's temporary.

4:44 AM · May 29, 2026 · 39.9K Views
12:09 PM · May 29, 2026 · 7.9K Views