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But will “business as usual, but with AI” justify the current capital expenditures? I think the market is pricing things as being closer to “AI cornucopia”. Wh
by elteto 29d ago
But will “business as usual, but with AI” justify the current capital expenditures? I think the market is pricing things as being closer to “AI cornucopia”.
What happens if/when we don’t deliver?
- d_silin 29d agoMarket bubble will pop, not the first time and not the last, most likely after OpenAI and Anthropic IPOs.
- dgellow 29d agoMy guess is after Anthropic and before OpenAI
- dgellow 29d ago> What happens if/when we don’t deliver? I wish we had real journalism, the AI labs CEO should be asked that question in every single interview