Carmen Li(@carmenli):Super fun 3-hour session with the @McKinsey team today talking about how enterprises around the world are actually consuming AI. We went from GPUs → tokens → open vs. closed source → enterprise use cases → ROI. And somehow, if you talk about AI consumption long enough, it always turns into philosophy: What is the ROI of compute? What is the ROI of labor? What is the ROI of human time? I’m definitely not qualified to answer the last two 😂 But I do think these are becoming real economic questions, not just philosophical ones.

Carmen Li

@carmenli

Dual CEO of Compute Exchange and Silicon Data, ex-Bloomberg, ex-DRW

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Carmen Li@carmenli

2026.09.11 01:59

Super fun 3-hour session with the @McKinsey team today talking about how enterprises around the world are actually consuming AI. We went from GPUs → tokens → open vs. closed source → enterprise use cases → ROI. And somehow, if you talk about AI consumption long enough, it always turns into philosophy: What is the ROI of compute? What is the ROI of labor? What is the ROI of human time? I’m definitely not qualified to answer the last two 😂 But I do think these are becoming real economic questions, not just philosophical ones.