What's the argument that AI is NOT a bubble? - link
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Date: August 1st, 2026 11:11 AM Author: German pumo
From NY Times article:
The story of A.I. has been as much a financial story as a technological one, a question of how to structure the mind-boggling investments required to train and run the models. Few people doubt that this technology is going to change everything. What’s less clear is when the profits are going to start rolling in and how big they are going to be. “To me, it’s a math problem,” says Asad Ramzanali, the director of A.I. at a policy center at Vanderbilt University. “We are making trillions of dollars in investments on the back of tens of billions of dollars in revenues.”
https://www.nytimes.com/2026/07/31/magazine/larry-ellison-ai-oracle.html
Where are the trillions of dollars of AI revenue going to come from? Don't really see an argument.
(http://www.autoadmit.com/thread.php?thread_id=5888357&forum_id=2),#50038782) |
Date: August 1st, 2026 11:17 AM Author: Coherence Burnout (gunneratttt)
Short it then.
The cool thing about the market is you can prove you knew were things were heading.
(http://www.autoadmit.com/thread.php?thread_id=5888357&forum_id=2),#50038789) |
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