The Uber comparison is funny because they burned $32B over 14 years before profitability. OpenAI alone is burning something like $10B/year and growing, so the

The Uber comparison is funny because they burned $32B over 14 years before profitability. OpenAI alone is burning something like $10B/year and growing, so the US AI labs are probably close to 10x Ubers burn rate. Given the scale of AI lab burn rates being so high that the AI Capex shows up in nationwide economic stats, it clearly cannot burn for that long. So what happens first - labs figure out how to get compute costs down by an order of magnitude, they add enough value to raise prices an order of magnitude (Uber), or some labs begin imploding? Keep in mind another aspect of the comparison is that there wasn't an entire supply chain spend effect triggered by Uber. That is - you didn't have new car companies building new factories to produce 10x more cars, new roads being built, new gas stations being built, etc the way you have for AI. It's like the entire economy has taken 1 giant correlated bet here.