Chamath Warns Companies Must Prove ROI from AI Within '500 Days' - 24/7 Wall St. Stock Market Live May 12, 2026: S&P 500 (SPY) Sinks on Higher Inflation Chamath Warns Companies Must Prove ROI from AI Within '500 Days' By Thomas Richmond Published May 12, 12:28PM EDT Quick Read Chamath warned that roughly 500 days from now, the AI trade could reach a "fork in the road†where companies will need to prove that massive AI spending is actually translating into real AI-driven revenue. Microsoft and Alphabet are ...