Insights from the ColdFusion episode “Big Tech is Being Kind of Dodgy At the Moment”, published July 12, 2026.
In "Big Tech is Being Kind of Dodgy At the Moment" (ColdFusion, July 2026), big tech valuations are reaching historical highs, fueled by circular financing and questionable accounting rather than genuine productivity gains. As companies trade revenue back and forth to inflate growth figures, the real-world utility of…
In "Big Tech is Being Kind of Dodgy At the Moment", This practice is used to show growth that isn't supported by external market demand. In this episode, it is cited as a major risk factor in Big Tech's cloud revenue reporting.
In "Big Tech is Being Kind of Dodgy At the Moment", Analysts observe that a large percentage of US GDP growth in 2026 came from information processing systems, giving a false sense of general economic prosperity.
In "Big Tech is Being Kind of Dodgy At the Moment", These models are increasingly competitive, threatening the revenue model of companies selling expensive AI model access through the cloud.
Big tech valuations are reaching historical highs, fueled by circular financing and questionable accounting rather than genuine productivity gains. As companies trade revenue back and forth to inflate growth figures, the real-world utility of LLMs remains hampered by high error rates and a lack of viable return on investment.
“A survey of nearly 2,500 companies found that for every dollar spent on AI, only 18 cents makes it into production.”
— ColdFusion, “Big Tech is Being Kind of Dodgy At the Moment”
