The quarterly budget? https://www.wheresyoured.at/ai-doesnt-have-roi/
Basically, AI should cost at least $1 for every time you hit 'submit'. AI companies have been spending billions and possibly trillions of dollars specifically subsidizing >90% of this cost, and outright hiding the concept that AI even has a marginal cost, by offering a flat-rate subscription ($30/month makes no sense when the same user could ask either 1 prompt or 10 000 prompts)
AI companies have made the problem worse by setting up systems where prompting AIs let the AI break down the prompt into multiple sub-prompts, and then submit each sub-prompt to an AI. This increases the number of prompts potentially infinitely.
The moment AI companies stop subsidizing their services - and they will, because maybe they'll be able to spend the upcoming $1T dollars, but they will absolutely not ever be able to afterward spend the $10 TRILLION no matter what AI zealots say, for reasons that should be obvious - prices will just up 10x and everyone who's been telling their employees "just switch your workflow over to AI, I don't care if it makes sense, just do it, AI is the future" will start burning money like an arson at the mint.
The beginning of the end is now, because some AI companies have already switched from flat-rate to pay-per-token (which basically means 'the more you use AI, the more you have to pay') in an attempt to save money (by discouraging customers from, y'know, providing custom) - which means now the price is somewhat the customer's problem. And CEOs are now starting to freak out at the thing that everyone's been screaming at them to not ignore for years.