That's sort of a random heading put on reports of Q3 earnings.
The big news is "Alphabet shares record their worst day ever, shedding $500 billion in value"[1] Google ad revenue has dropped. AI results from search engines don't generate the click-through revenue that search ads did. That's scary for Google management.
Roblox reports user counts are down. Reddit traffic is down and management blames AI search not referring users to Reddit. None of this seems to be closely related to AI costs.
That's losing the competition for attention.
Intel reports PC sales are down. That's likely related to RAM costs, which made price/performance of new PCs drop.
There are issues with AI costs, but they don't seem to be the cause of these reported Q3 earnings drops.
The big news is "Alphabet shares record their worst day ever, shedding $500 billion in value"[1] Google ad revenue has dropped. AI results from search engines don't generate the click-through revenue that search ads did. That's scary for Google management.
Roblox reports user counts are down. Reddit traffic is down and management blames AI search not referring users to Reddit. None of this seems to be closely related to AI costs. That's losing the competition for attention.
Intel reports PC sales are down. That's likely related to RAM costs, which made price/performance of new PCs drop.
There are issues with AI costs, but they don't seem to be the cause of these reported Q3 earnings drops.
[1] https://www.nbcnews.com/business/markets/alphabet-google-sto...