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Exponential Progress. Linear Vibes. Negative ROI. This is where we are. Is it a bubble? Depends on your ROI expectations If you're Zuck and you're getting bet
by adidoit 1y ago
Exponential Progress. Linear Vibes. Negative ROI.
This is where we are. Is it a bubble? Depends on your ROI expectations
If you're Zuck and you're getting better CTR that you can use to bid up advertising auctions then you're good for $75B
The rest? Need solid business cases.
Jensen, Satya, Sundar seem fine. Sam will be fine if consumer grows and they get ads etc. Dario has a good enterprise and coding business.
Jensen will keep selling to everyone.
If this is because legacy org expectations need to adjust and their CEOs won't achieve "AI-native" status in 2 years then it makes sense...