The AI Hype: $600B question or $4.6T+ opportunity? - Substack

Aug 30, 2024 · At the heart of this debate lies what David Cahn at Sequoia calls the "$600B question": the revenue gap that must be filled annually to justify current AI investment levels. …

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The AI Hype: $600B Question Or $4.6T+ Opportunity? - Substack

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Aug 30, 2024 · At the heart of this debate lies what David Cahn at Sequoia calls the "$600B question": the revenue gap that must be filled annually to justify current AI investment levels. …

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The AI Hype: $600B Question Or $4.6T+ Opportunity?

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The AI Hype: $600B question or $4.6T+ opportunity? ashugarg.substack.com. Copy link. Facebook. Email. Note. Other. 1. 1. I respond to skeptics, who seem to be missing the forest …

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

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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 …

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Morning After The AI Super Bowl - David Cahn's Substack

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Aug 29, 2024 · invest, regardless of today’s demand levels. One year after the $200B question was asked, we still have not heard much about new killer applications. Instead, ChatGPT and …

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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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Sleem Hasan On LinkedIn: The AI Hype: $600B Question Or $4.6T

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https://lnkd.in/d5Sn2v3k Ashu Garg what an amazing and articulate article on "The AI Hype", thanks for sharing your thoughts. "Wall Street's initial AI enthusiasm has cooled. Financial …

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Mark Ruddock On LinkedIn: The AI Hype: $600B Question Or $4.6T ...

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The AI Hype: $600B question or $4.6T+ opportunity? - Foundation Capital ... AI has made some incredible strides. The skill with which it can facilitate research, synthesizing, summarizing and ...

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AI Is Now Shovel Ready - David Cahn's Substack

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Aug 13, 2024 · David Cahn's Substack. AI is Now Shovel Ready. Copy link. Facebook. Email. Notes. More. ... My last piece, AI’s $600B question, focused on the implied revenue …

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Issue #290 - The ML Engineer - By Alejandro Saucedo

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Jul 7, 2024 · Sequoia on AI’s $600B Question. Sequoia Capital takes on AI hype by bringing up the elephant in the room of high $500b compute costs, highlighting the ROI required to break …

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AI’s $600B Question - Machine Learning Times

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Jul 8, 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 between the …

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The AI Hype: $600B Question Or $4.6T+ Opportunity?

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Aug 30, 2024 · At the heart of this debate lies what David Cahn at Sequoia calls the “$600 billion question“: the revenue gap that must be filled annually to justify current AI investment levels. …

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AI’s $600B Question - Sequoia Capital

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Jun 20, 2024 · Long term, AI companies will need to deliver significant value for consumers to continue opening their wallets. The $125B hole is now a $500B hole: In the last analysis, I …

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The AI Hype: $600B Question Or $4.6T+ Opportunity? - LinkedIn

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Aug 30, 2024 · At the heart of this debate lies what David Cahn at Sequoia calls the "$600 billion question": the revenue gap that must be filled annually to justify current AI investment levels. …

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AI's $200B Question - David Cahn's Substack

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Aug 13, 2024 · AI's $200B Question GPU capacity is getting overbuilt. Long-term, this is good. Short-term, things could get messy. ... AI hype has finally caught up to the deep learning …

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Ashu Garg On LinkedIn: The AI Hype: $600B Question Or $4.6T ...

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The AI Hype: $600B question or $4.6T+ opportunity? Ashu Garg on LinkedIn 119 18 Comments Like Comment Share Copy; LinkedIn; Facebook; Twitter; Paul Lucas Retired Principal …

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FAQs about The AI Hype: $600B question or $4.6T+ opportunity? - Substack 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 the generative AI hype over?

The Generative AI Hype Is Almost Over. What’s Next? I write about strategy. Click to save this article. You'll be asked to sign into your Forbes account. AI hype is about to end but that does not mean that the technology gains are real. Seeing genAI ... [+] A recent RAND Corporation report showed that 80% of AI projects fail. ...

Does Ai hype feel inescapable?

Generative AI Hype Feels Inescapable. Tackle It Head On With Education In their book AI Snake Oil, two Princeton researchers pinpoint the culprits of the AI hype cycle and advocate for a more critical, holistic understanding of artificial intelligence. If you buy something using links in our stories, we may earn a commission. ...

Is the AI bubble reaching a tipping point?

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 2023, I published AI’s $200B Question. The goal of the piece was to ask the question: “Where is all the revenue?” ...

Does data leakage lead to overoptimistic claims about AI?

Much of the hype and misunderstandings can also be blamed on shoddy, non-reproducible research, the authors claim. “We found that in a large number of fields, the issue of data leakage leads to overoptimistic claims about how well AI works,” says Kapoor. ...

Are generative tools still hazy about the limitations of AI?

During my time covering AI for the past two years, I’ve learned that even if readers grasp a few of the limitations of generative tools, like inaccurate outputs or biased answers, many people are still hazy about all of its weaknesses. ...