Apollo’s Slok Says AI Has Delivered Zero Payoff Outside of Tech

“Mainstream corporate America is pulling back and starting to view token spending not as a source of growth but as a cost center that weighs on margins.“ www.bloomberg.com/news/article...

This should be bigger news. Apollo Global Management Chief Economist Torsten Sløk said that AI has delivered "zero financial payoff" to corporate America and it could be worse than the dotcom bubble. Apollo has tens of billions invested in AI. 99% of the S&P 500 has yet to see any ROI on AI.

💻 [Tech & AI: AI 투자 효율성 논란] Apollo 경제학자 분석: AI 투자가 S&P 493 기업(비테크) 매출 성장에 기여하지 못함 💡 영향: AI 투자 확대 전략 재검토 필요성 대두 🔗 [외신 기사 원문 보기]

📈 [Macro & Markets: AI 인프라 주식 급락] Teradyne, Lam Research 등 AI 관련주 30~35% 하락 및 투자등급 채권 스프레드 40~60bp 확대 💡 영향: AI 버블 조정으로 테크 섹터 전반의 평가절하 압력 증가 🔗 [외신 기사 원문 보기]

‘Despite the significant investments ploughed into artificial intelligence it has provided “zero payoff” to corporate America outside of technology, according to Apollo Global Management Inc. Chief Economist Torsten Slok.’ 1/2 www.bloomberg.com/news/article...

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