AI’s $600B Question | Sequoia Capital - discu.eu

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AI's $600B Question https://www.sequoiacap.com/article/ais-600b-question/ 533 comments 3/7/2024

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AI's $600B Question https://www.sequoiacap.com/article/ais-600b-question/ 4 comments 5/7/2024 ai

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AI industry needs to earn $600 billion per year to pay for massive hardware spend — fears of an AI bubble intensify in wake of Sequoia report | Tom's Hardware https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-industry-needs-to-earn-dollar600-billion-per-year-to-pay-for-massive-hardware-spend-fears-of-an-ai-bubble-intensify-in-wake-of-sequoia-report 392 comments
$2 H100s: How the GPU Bubble Burst - by Eugene Cheah https://www.latent.space/p/gpu-bubble 289 comments
Big Tech needs to generate $600 billion in annual revenue to justify AI hardware expenditure | TechSpot https://www.techspot.com/news/103699-big-tech-needs-generate-600-billion-annual-revenue.html 274 comments
Silicon Valley’s Trillion-Dollar Leap of Faith - The Atlantic https://www.theatlantic.com/technology/archive/2024/07/ai-companies-unprofitable/679278/ 156 comments
Will A.I. Be a Bust? A Wall Street Skeptic Rings the Alarm. - The New York Times https://www.nytimes.com/2024/09/23/technology/ai-jim-covello-goldman-sachs.html 132 comments
Tech Companies to Keep Spending on A.I. Despite Worries of Slow Payoff - The New York Times https://www.nytimes.com/2024/08/02/technology/tech-companies-ai-spending.html?smid=url-share&unlocked_article_code=1.C04.IzWj.atcB_Qr30qCP 107 comments
Big Tech is spending billions on AI. Some on Wall Street see a bubble. - The Washington Post https://www.washingtonpost.com/technology/2024/07/24/ai-bubble-big-tech-stocks-goldman-sachs/ 97 comments
Investors Are Suddenly Getting Very Concerned That AI Isn't Making Any Serious Money https://futurism.com/investors-concerned-ai-making-money 80 comments
What if the A.I. Boosters Are Wrong? - The New York Times https://www.nytimes.com/2024/07/13/business/dealbook/ai-productivity.html 2 comments
The Winds of AI Winter - Latent Space https://www.latent.space/p/mar-jun-2024 2 comments
Cerebras Files Prospectus for I.P.O. - The New York Times https://www.nytimes.com/2024/09/30/technology/cerebras-ai-chips-ipo.html 2 comments
Why Zuckerberg’s multibillion-dollar gamble doesn’t just matter to Meta | Artificial intelligence (AI) | The Guardian https://www.theguardian.com/technology/article/2024/jul/26/why-zuckerbergs-multi-billion-dollar-gamble-doesnt-just-matter-to-meta 1 comment
The ROI of AI (It's a Dollar Auction) - by Doug O'Laughlin https://www.fabricatedknowledge.com/p/the-roi-of-ai-its-a-dollar-auction 1 comment
The Grimy Residue of the AI Bubble • Buttondown https://buttondown.com/maiht3k/archive/the-grimy-residue-of-the-ai-bubble/ 1 comment
‘If journalism is going up in smoke, I might as well get high off the fumes’: confessions of a chatbot helper | Artificial intelligence (AI) | The Guardian https://www.theguardian.com/technology/article/2024/sep/07/if-journalism-is-going-up-in-smoke-i-might-as-well-get-high-off-the-fumes-confessions-of-a-chatbot-helper 1 comment
Only the paranoid survive, Accenture leading AI sales, and consumer AI strategy https://techtakes.substack.com/p/only-the-paranoid-survive-accenture 0 comments
At least five interesting things for the middle of your week (#43) https://www.noahpinion.blog/p/at-least-five-interesting-things-05d 0 comments
The Role of Advanced Mathematics in AGI: Could Abstract Theories Pave the Way? https://zaiku.substack.com/p/the-role-of-advanced-mathematics 0 comments
Burning Billions: The Gamble Behind Training LLM Models https://www.nicolasbustamante.com/p/burning-billions-the-gamble-behind 0 comments
Using your own product is a superpower - by Ian Vanagas https://newsletter.posthog.com/p/using-your-own-product-is-a-superpower 0 comments

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