Deep dive

Can the AI Boom Survive a Margin Squeeze?

Merryn Talks Money

Your trackerEverything said about OpenAISlowing revenue growth and high compute costs for frontier models suggest potential structural headwinds for upcoming IPO valuations and lonThe economics of token deflationAn analysis of how the declining market price for AI tokens impacts the long-term profitability of large language models.Infrastructure investment versus demandAn examination of whether the current massive capital expenditure in AI hardware is backed by sustainable end-user demand.The productivity impact of AI agentsA look at the economic consequences of deploying widespread autonomous AI agents across the workforce.

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