underscored

@underscored

2 clips · 1 follower

Follow
Tag:tech-investingClear
ai-supremacy.com
AI: Off the Charts

Meanwhile personal agents are likely to accelerate token usage but a lot of it might not have much economic value but still require tremendous amounts of compute. This could result in a Capex compute mismatch that is markedly bearish for the AI boom.

— Michael Spencer
1w ago

If AI is as valuable as it seems, then it should pay for itself, but that hasn't happened yet. This sort of financial engineering, along with Google leading the way in tapping equity, may build the bridge to sustainable AI revenue. It also expands the blast radius of a bubble in the service of Nvidia's threatened margins.

2mo ago

Underscored — save the words that stop you in your tracks.

Start saving quotes →