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Oh, wonderful! OpenAI and Anthropic's structural inability to earn a return for there investors should be no problem. What is NVIDIA's outlook should their cus
by cdrnsf 1mo ago
Oh, wonderful! OpenAI and Anthropic's structural inability to earn a return for there investors should be no problem.
What is NVIDIA's outlook should their customers' funding run out? Or what's the long tail outlook on Google killing its search product?
- jdm2212 1mo agoGoogle search only dies if AI wins, in which case there's no shortage of demand for tokens. NVIDIA's revenue just doubled year-over-year; even if token demand cools off and they slow to say 25% growth, they'll be fine. OpenAI and Anthropic not making money would be sad for their shareholders, but that's sort of a different topic from whether the "debt load" you originally cited will be any kind of a systemic problem (it won't).
- cdrnsf 1mo agoOnward to robot god nirvana, the dead red rock in the sky and all that then.