Context: I have been paid to work as an AI practitioner since 2982, nothing special about me except I have worked with amazing people. I have lived through at least two “AI winters.”
The author of this blog makes a great argument that there is a risk of AI investments not paying off because if a revenue gap: The author argues that the gap between the revenue expectations implied by the AI infrastructure build-out and actual revenue growth in the AI ecosystem has increased from $200B to $600B. This is due to factors such as the subsiding of the GPU supply shortage, growing GPU stockpiles, and the dominance of OpenAI in AI revenue. The author also notes that the $125B hole in AI revenue has now become a $500B hole.
However, my experience with previous AI winters is not relevant here because now is the first time in history that there is a possibility of what we used to call “real AI” and now call AGI. No investor wants to miss out completely on the creation of near limitless wealth.
The author of this blog makes a great argument that there is a risk of AI investments not paying off because if a revenue gap: The author argues that the gap between the revenue expectations implied by the AI infrastructure build-out and actual revenue growth in the AI ecosystem has increased from $200B to $600B. This is due to factors such as the subsiding of the GPU supply shortage, growing GPU stockpiles, and the dominance of OpenAI in AI revenue. The author also notes that the $125B hole in AI revenue has now become a $500B hole.
However, my experience with previous AI winters is not relevant here because now is the first time in history that there is a possibility of what we used to call “real AI” and now call AGI. No investor wants to miss out completely on the creation of near limitless wealth.