AI’s $600B Question - Aili

AI’s $600B Question
The article discusses the current state of the AI bubble and the challenges it faces, including the growing gap between revenue expectations and actual …

CouponFollow Extension

$600
OFF

AI’s $600B Question - Aili

1 day from now

AI’s $600B Question
The article discusses the current state of the AI bubble and the challenges it faces, including the growing gap between revenue expectations and actual …

aili.app

$600
OFF

AI 600B - Sequoia Capital

1 day from now

Series: AI’s $600B Question. AI’s $600B Question. By David Cahn. Perspective. Read. The AI Supply Chain Tug of War. By David Cahn. Perspective. Read. Steel, Servers and Power: …

sequoiacap.com

$600
OFF

“AI’s $600B Question” And AGI’s $34T Answer - Atla-ai.com

1 day from now

Sequoia’s David Cahn recently published his second piece on what he calls “AI’s $600B Question”, arguing that the AI infrastructure investment frenzy has created a massive gap …

atla-ai.com

$600
OFF

AI’s $600B Question

1 day from now

Jun 22, 2024 · In this article: The article analyses a probable big gap between the revenue expectations implied by the AI infrastructure build-out, and actual revenue growth in the AI …

regulatingai.org

$600
OFF

AI’s $600B Question - Machine Learning Times

1 day from now

Jul 8, 2024 · If you run this analysis again today, here are the results you get: AI’s $200B question is now AI’s $600B question. To continue reading this article, click here. Recommended. …

predictiveanalyticsworld.com

$600
OFF

AI's $600B Question - David Cahn's Substack

1 day from now

Aug 13, 2024 · Note: It’s easy to calculate this metric directly. All you have to do is to take Nvidia’s run-rate revenue forecast and multiply it by 2x to reflect the total cost of AI data centers (GPUs …

substack.com

$600
OFF

AI’s $600B Question - CareerBuddy Blog

1 day from now

Fast forward to now, and that gap has widened. The $200B question he posed before has now ballooned to a $600B question. Several key points have changed since last year: Supply …

thecareerbuddy.com

$600
OFF

Sequoia Capital On LinkedIn: AI’s $600B Question | 20 Comments

1 day from now

Great article from Sequoia presenting an alternative view on Gen AI investments - The tech industry needs $600B in AI revenue to justify the money spent on GPUs and Data Centers.

linkedin.com

$600
OFF

Short Read: AI’s $600B Question - Marcellus

1 day from now

Jul 22, 2024 · The boom in Generative AI is real if Nvidia’s shares are anything to go by. Indeed, Nvidia became the largest company on the planet by market cap briefly last month, its market …

marcellus.in

$600
OFF

Answer To AI’s $600B Question - LinkedIn

1 day from now

Sep 17, 2024 · Well said, Gagan! It’s time for leaders to adopt a problem-first approach rather than focusing on specific AI technologies that may not provide substantial value to the business.

linkedin.com

$600
OFF

Thoughts On Sequoia's AI's $600B Question

1 day from now

Aug 4, 2024 · In recent weeks, I've had dozens of people come to me and question the feasibility of the AI ecosystem. This skepticism stems from Sequoia’s famouse article, “AI’s $600B …

substack.com

$600
OFF

What Everyone Is Getting Wrong About Sequoia's $600B AI Gap …

1 day from now

Jul 10, 2024 · Sequoia recently published a blog post about AI's $600B problem. The piece has been used as evidence that AI is a massive bubble. NLW argues that the piece isn't actually …

apple.com

$600
OFF

Sequoia - AI's $600B Question - The Community Forum

1 day from now

MUST READ! This gives you an idea of how far in front of the curve we might be. https://www.sequoiacap.com/article/ais-600b-question/ AI’s $600B Question

optionsgeek.com

FAQs about AI’s $600B Question - Aili Coupon?

What is Ai's $200B question?

In September 2023, I published AI’s $200B Question. The goal of the piece was to ask the question: “Where is all the revenue?” At that time, I noticed a big gap between the revenue expectations implied by the AI infrastructure build-out, and actual revenue growth in the AI ecosystem, which is also a proxy for end-user value. ...

Is Ai's $200B question solved or exacerbated?

Has AI’s $200B question been solved, or exacerbated? If you run this analysis again today, here are the results you get: AI’s $200B question is now AI’s $600B question. To continue reading this article, click here. ...

Is the AI bubble reaching a tipping point?

The AI bubble is reaching a tipping point. Navigating what comes next will be essential. In September 2023, I published AI’s $200B Question. The goal of the piece was to ask the question: “Where is all the revenue?” ...

Does AI infrastructure investment affect revenue growth in 2023?

Conference presentation on the state of the market in October 2023. David Cahn's analysis reveals that the gap between AI infrastructure investment and actual revenue growth has widened significantly since 2023. ...

Do businesses use AI in 'producing goods & services'?

For one, the questions asked to get at AI adoption numbers were unclear. The survey asked if businesses used AI in "producing goods and services," which Roetzer points out is “not the same as AI adoption,” neglecting possible AI usage in areas like marketing, HR, or accounting. Also, the person being asked about AI matters. ...

Does OpenAI still have a lion's share of AI revenue?

OpenAI still has the lion’s share of AI revenue: The Information recently reported that OpenAI’s revenue is now $3.4B, up from $1.6B in late 2023. While we’ve seen a handful of startups scale revenues into the <$100M range, the gap between OpenAI and everyone else continues to loom large. ...