OpenAI's CFO has let slip the underlying problem with "AI" generally: There's no revenue of materiality when opposed against CapEx commitments.In fact she recently cast doubt on the capacity to cover said commitments which are, on a forward basis, roughly $1.5 trillion in size.It is not that AI can't do some things that are useful. It can. But it is extremely expensive, it is ridiculously unreliable (a recent example includes one of them deleting an entire production database!) and thus the question becomes whether it is cheaper than what it would replace (e.g. humans.)If a thing is not more effective per unit of cost then it is net negative to productivity as it imposes cost.......(Click link to read more)