The (https://www.cnbc.com/2026/05/29/-tokens-or-humans-the-new-corporate-trade-off.html) everyone's talking about this afternoon misses the real margin compression ahead. Tech megacaps spent the last two years burning capex on AI infrastructure. Now they're realizing token economics don't scale like headcount did — you can't fire an LLM when demand normalizes. The cost base just hardened, and Wall Street hasn't repriced for it yet.

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