AI's $600B Question - Hacker News

Jul 3, 2024 · Highly debatable. When we look back during the internet and mobile waves it is overwhelmingly the companies that came in after the hype cycle had died that have been …

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AI's $600B Question - Hacker News

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Jul 3, 2024 · Highly debatable. When we look back during the internet and mobile waves it is overwhelmingly the companies that came in after the hype cycle had died that have been …

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AI's $600B Question | Hacker News

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The current state of AI in one single image: https://imgur.com/a/PxpyFPu

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AI's $600B Question - Hacker News

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AI’s $600B Question - Machine Learning Times

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Jul 8, 2024 · By David Cahn. Originally published in Sequoia Stories, June 20, 2024. The AI bubble is reaching a tipping point. Navigating what comes next will be essential. In September …

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July 3rd, 2024 | AI's $600B Question - Hacker News Recap

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This is a recap of the top 10 posts on Hacker News on July 3rd,2024.This podcast was generated by wondercraft.ai(00:36): Proton launches its own version of Google ...

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AI’s $600B Question - CareerBuddy Blog

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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 …

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

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David Cahn. Aug 13, 2024. 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 …

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AI’s $600B Question - BestofAI

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Jul 3, 2024 · The AI industry's $200B question has now become a $600B question, indicating a growing gap between revenue expectations and actual growth. While the GPU supply …

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

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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 …

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

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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 …

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FAQs about AI's $600B Question - Hacker News Coupon?

Is the AI industry's $200B question a $600B question?

The author concludes by encouraging those building in the AI space to reach out and join the conversation. The AI industry's $200B question has now become a $600B question, indicating a growing gap between revenue expectations and actual growth. ...

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, which aimed to ask: “Where is all the revenue?” ...

Could AI become a bubble?

If it does not, the bubble worth hundreds of billions of dollars is set to blow, potentially leading to a global economic crisis, but we are speculating here, of course. As AI companies increase their investments in infrastructure, their revenues are not growing that fast, financial analysts note, implying that AI could become a bubble. ...

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. ...

How big is the AI industry's revenue gap?

The AI industry's revenue gap has grown from $200B to $600B, despite Nvidia's rise as the world's most valuable company and the easing of GPU supply shortages. The article discusses the implications of this growing gap, the potential for AI's transformative impact, and the need for level-headedness amidst speculative frenzies. ...