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# AI Is Slowing Down

**[Where's Your Ed At](https://daily.dev/sources/wheresyoured)** · 33 min read · 1 upvotes · 0 comments

## Summary

Ed Zitron argues that the AI industry is structurally unsustainable, requiring over $2 trillion in annual revenue by 2030 to justify the $9.5–15 trillion in planned data center buildouts and compute commitments made by OpenAI, Anthropic, and hyperscalers. He points to concrete signs of slowdown: companies like Uber, T-Mobile, and Brex capping AI token spend after switching to usage-based billing, CFOs lacking visibility into AI costs, and OpenAI/Anthropic making up 89% of all AI startup revenues with no other major demand sources in sight. Zitron contends the circular economy of AI labs, hyperscalers, and NVIDIA is a con that required real sustainable demand it never developed, and teases an upcoming story he claims will confirm the worst fears of the AI industry.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://www.wheresyoured.at/ai-is-slowing-down>

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---

Tags: [#genai](https://daily.dev/tags/genai), [#openai](https://daily.dev/tags/openai), [#nvidia](https://daily.dev/tags/nvidia), [#anthropic](https://daily.dev/tags/anthropic)

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