THE AI LABS HAVE A $7 DORITOS PROBLEM

Summary from the TLDR AI newsletter

Doritos prices jumped nearly 50% between 2021 and early 2026, with some bags crossing $7, a lot for junk food. Walmart told PepsiCo to cut prices, but PepsiCo tried everything but. It didn't work, and revenue turned negative for the first time in over a decade. Consumers and enterprises are evaluating AI subscriptions as if they were a $7 bag of chips, and many are deciding to skip it.