Better Offline

The AI Industry Is Losing

May 27, 2026·19 min·4-min readsolotechnology
Podzilla Summary (4 min)
TLDR
Ed Zitron declares victory after Uber’s COO Andrew McDonald admitted that AI costs are becoming impossible to justify, confirming Zitron’s years-long argument that AI’s economic model is fundamentally broken. The moment companies pay real token costs instead of subsidized access, the lack

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Mentions

Books, people, and resources mentioned in this episode.

People

Ed ZitronAndrew McDonaldSam AltmanBill WintersElon Musk

Companies

UberAnthropicOpenAIGitHubMicrosoftGoogleOracleSpaceX

Topics

Artificial IntelligenceBusiness NewsEconomicsFintechSoftware EngineeringStartupsTech IndustryVenture Capital

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