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The optimistic view is AI improves and generates significant value. You probably need it to generate of the order of 1% of world GDP for the investments to make
by tim333 2mo ago
The optimistic view is AI improves and generates significant value. You probably need it to generate of the order of 1% of world GDP for the investments to make sense.
- alasdair_ 2mo agoThat honestly seems reasonable. AI is more relevant than oil.
- tim333 2mo agoAlso there's a recent ramp up in spending suggesting things are on the up. https://x.com/a16z/status/2088658228959953052/photo/1 https://x.com/a16z/status/2088658228959953052/photo/1 Up like 3x in half a year or something. I think current investment to date is ~$1tn and revenues are ~$100bn so you'd only need the growth to keep up a short while longer for the current lot to pan out.