🚀 This is an interesting article from Sequoia, which argues that the tech industry needs $600B in AI revenue to justify the massive investments in GPUs and data centers. 🖥️💸
OpenAI, currently the biggest AI pure play, is at a $3.4B annual run rate. While impressive, this figure underscores the challenge: without products worth buying, this feels like a bubble waiting to burst. 🎈
There is no doubt that AI will generate significant revenue, but will it be enough to support a $3 trillion valuation for Nvidia? 🤔 This brings us to a crucial point: replacing or significantly improving productivity is essential. Anything less simply isn’t big enough to justify these valuations. 🏢🔄🤖
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