ai-economics
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BG2 Pod opens the room where tech bets are made
Brad Gerstner and Bill Gurley turned their investing conversations into a public podcast. The useful part is hearing how a promising technology becomes a business - and where the arithmetic gets awkward.
The AI Bill Has Come Due: Tokens vs. Humans
This documentary-style video traces how artificial intelligence went from a cheap labor-replacing miracle to a runaway cost center. After ChatGPT's 2022 launch, companies raced to adopt AI and cut tens of thousands of jobs across tech and fast food. But forced internal adoption, token-based performance metrics, and a status-driven culture of 'token maxing' inflated demand far beyond real need. Combined with data-center component shortages and canceled construction projects, token prices more than doubled between late 2025 and mid-2026. Giants like Microsoft, Meta, Uber and Nvidia are now confronting AI bills that rival or exceed the human labor they replaced, and with Anthropic and OpenAI expected to go public and raise prices, enterprises are being forced into an unprecedented choice: tokens or humans.