Torsten Slok: No AI Payoff Outside Tech — SkimNews

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- Torsten Slok of Apollo Global Management says U.S. companies outside tech have seen no financial payoff from using AI despite massive investment and widespread hype.
- VC-backed firms burn more tokens, while AI is now viewed by non-tech companies as a margin-hurting cost center.
Why it matters: The contrast changes the corporate AI scorecard: VC-backed firms’ higher token count highlights usage costs, while non-tech U.S. companies have no demonstrated payoff. That leaves margins and actual usage more relevant than investment scale or hype for corporate buyers evaluating deployments.
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