Big Tech AI capex sustainability and monetization strategies

Google reported its first negative free cash flow; Meta's free cash flow near zero. These data points from recent earnings underscore the sustainability concerns around massive AI capex. Wall Street impatience grows, threatening creator tool pricing and platform stability. Paul Krugman op-ed and bearish macro takes add to the narrative. Apple's potential Siri AI paywall signals new monetization strategy for AI assistants, following OpenAI/Anthropic freemium model.