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pachainti · 15-04-2025, 17:19

Chissà quanto avrà investito, basta guardare chi è WeWork.

Il punto è che hanno investito troppo nell'IA e adesso non sanno come rientrare nell'investimento e per questo è tutto un annuncio di marketing (tanto fumo e poco arrosto).

Silicon Valley Is All In on AI

Venture capital (VC) funds, drunk on a decade of “growth at all costs,” have poured about $200 billion into generative AI. In 2023, 71 percent of the total gains in the S&P 500 were attributable to the “Magnificent Seven”—Apple, Nvidia, Tesla, Alphabet, Meta, Amazon, and Microsoft—all of which are among the biggest spenders on AI. Just four—Microsoft, Alphabet, Amazon, and Meta—combined for $246 billion of capital expenditure in 2024 to support the AI build-out. Goldman Sachs expects Big Tech to spend over $1 trillion on chips and data centers to power AI over the next five years. Yet OpenAI, the current market leader, expects to lose $5 billion this year, and its annual losses to swell to $11 billion by 2026. If the AI bubble bursts, it not only threatens to wipe out VC firms in the Valley but also blow a gaping hole in the public markets and cause an economy-wide meltdown.

According to its own numbers, OpenAI loses $2 for every $1 it makes, a red flag for the sustainability of any business.
Further, OpenAI sees $100 billion in annual revenue—a number that would rival Nestlé and Target’s returns—as the point at which it will finally break even. For comparison, Google’s parent company, Alphabet, only cleared $100 billion in sales in 2021, 23 years after its founding, yet boasted a portfolio of money-making products, including Google Search, the Android operating system, Gmail, and cloud computing.
OpenAI has set $100 billion as its break-even point, which would require it to increase its revenue by a factor of 25 in just five years, an incredible feat of scale that its current business model does not justify.

2013 47% of jobs will vanish in the next 25 years, say Oxford University researchers
2022 Oops: The Predicted 47 Percent of Job Loss From AI Didn’t Happen

15-04-2025, 17:19	#5
pachainti Senior Member Iscritto dal: May 2020 Messaggi: 961	Chissà quanto avrà investito, basta guardare chi è WeWork. Il punto è che hanno investito troppo nell'IA e adesso non sanno come rientrare nell'investimento e per questo è tutto un annuncio di marketing (tanto fumo e poco arrosto). Silicon Valley Is All In on AI Venture capital (VC) funds, drunk on a decade of “growth at all costs,” have poured about $200 billion into generative AI. In 2023, 71 percent of the total gains in the S&P 500 were attributable to the “Magnificent Seven”—Apple, Nvidia, Tesla, Alphabet, Meta, Amazon, and Microsoft—all of which are among the biggest spenders on AI. Just four—Microsoft, Alphabet, Amazon, and Meta—combined for $246 billion of capital expenditure in 2024 to support the AI build-out. Goldman Sachs expects Big Tech to spend over $1 trillion on chips and data centers to power AI over the next five years. Yet OpenAI, the current market leader, expects to lose $5 billion this year, and its annual losses to swell to $11 billion by 2026. If the AI bubble bursts, it not only threatens to wipe out VC firms in the Valley but also blow a gaping hole in the public markets and cause an economy-wide meltdown. According to its own numbers, OpenAI loses $2 for every $1 it makes, a red flag for the sustainability of any business. Further, OpenAI sees $100 billion in annual revenue—a number that would rival Nestlé and Target’s returns—as the point at which it will finally break even. For comparison, Google’s parent company, Alphabet, only cleared $100 billion in sales in 2021, 23 years after its founding, yet boasted a portfolio of money-making products, including Google Search, the Android operating system, Gmail, and cloud computing. OpenAI has set $100 billion as its break-even point, which would require it to increase its revenue by a factor of 25 in just five years, an incredible feat of scale that its current business model does not justify. 2013 47% of jobs will vanish in the next 25 years, say Oxford University researchers 2022 Oops: The Predicted 47 Percent of Job Loss From AI Didn’t Happen __________________ Nel tempo dell'inganno universale, dire la verità è un atto rivoluzionario. George Orwell Il vero valore di una persona non si misura dai valori in cui sostiene di credere, ma da che cosa è disposto a fare per proteggerli. Se non pratichi i valori in cui credi, probabilmente non ci credi fino in fondo. Edward Snowden Coloro che rinuncerebbero alla libertà essenziale, per acquistare un po' di sicurezza temporanea, non meritano né libertà né sicurezza. Benjamin Franklin