95% of Companies See 'Zero Return' on $30B Generative AI Spend

We are entering the “Trough of disillusionment.” These hype cycles are very predictable. GPT-5 being panned as a disappointment after endless hype may go down as GenAI’s “jump the shark” moment.

It’s all fun and games until the bean counters start asking for evidence of return on investment. GenAI folks better buckle up. Bumps ahead. The smart folks are already quietly preparing for a shift to ride the next hype wave up while others ride this train to the trough’s bottom.

Cue a bunch of increasingly desperate puff PR trying to show this stuff returns value.

Yo what’s the next hype cycle that smart folks like us should be working on?

The US mix of government and enterprise. You want Capital you need to be MAGA

"Donald Trump and Silicon Valley's Billionaire Elegy" - https://www.wired.com/story/donald-trump-and-silicon-valleys...

"Secret White House spreadsheet ranks US companies based on loyalty to Trump" - https://www.telegraph.co.uk/business/2025/08/15/secret-white...

Smartest people will be working against that. You're thinking of opportunistic people with myopia.

Pretty much the entire tech industry has bent the knee by now - they even gifted the new ruler with golden statues. It's not just a handful of people...