The Josh Bersin Company AI Economics: Why Prices Are Going Up And The Big Shakeout Ahead
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Nov 24, 2025 Delve into the economics of AI and the massive investments fueling its rise. Explore who’s funding the infrastructure boom, from private equity to tech giants. Learn about the competition risks of large language models and how pricing is evolving, reminiscent of Uber's journey. Discover the cost savings in learning and development, while anticipating the emergence of super apps by 2026. It's a critical analysis of the future landscape, including which AI vendors may struggle and what this means for HR leaders.
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Trillions Flowing Into AI Infrastructure
- Massive capital is pouring into AI data centers, with roughly $1.5–$1.7 trillion invested recently.
- Much of that spend (chips, power, real estate) risks becoming stranded if demand shifts between providers.
AI Will Move From Free To Metered
- AI consumption is priced per thousand tokens and adds up significantly when employees use it daily.
- Expect meaningful per‑use charges from enterprise vendors as consumption becomes measurable and billable.
Focus AI Spend On High-Return Use Cases
- Do prioritize AI investments on high-return use cases and avoid broad, low-value rollouts.
- Cost‑justify features like email summarization before wide deployment because consumption is not free.