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AI investors are in for a rude awakening | Roger McNamee

The Guardian•Wednesday, September 24, 2025 at 2:00:09 PM

NegativeFinancial Markets

AI investors are in for a rude awakening | Roger McNamee

Roger McNamee highlights a troubling disconnect between the massive investments in large language model (LLM) AI and the actual revenue generated from these technologies. With around $717 billion poured into LLMs and their supporting infrastructure over three years, many investors are mistakenly optimistic, believing that all companies involved will succeed. This situation raises concerns about the sustainability of such investments and the potential for significant losses in the tech sector, making it crucial for stakeholders to reassess their expectations.

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