In this week's Better Offline monologue, Ed Zitron runs you through how the “does AI have ROI?” debate is coming at the worst possible time for two companies that can’t afford to slow down thanks to their $1.1 trillion in compute commitments.

Newsletter: AI Doesn’t Have ROI https://www.wheresyoured.at/ai-doesnt-have-roi/ 
Ed on Bloomberg: https://www.youtube.com/watch?v=zbKDmkJPVvI 
The AI industry's profit problem is getting bigger, says Goldman Sachs' equity research chief
https://www.businessinsider.com/goldman-sachs-ai-boom-profit-problem-semiconductor-chip-companies-investment-2026-6 
Bloomberg: AI’s Bills Are Bigger Than Ever, And Coming Due https://www.bloomberg.com/opinion/articles/2026-06-04/the-ai-boom-s-next-test-is-the-roi-worth-the-cost 
Axios: AI sticker shock hits corporate America https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-costs 
Uber COO story: https://www.businessinsider.com/uber-coo-andrew-macdonald-ai-token-spending-harder-justify-2026-5 

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