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サマリー
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あらすじ・解説
In this episode we will delve into the immense financial investments in AI and the growing concerns about the returns on these expenditures, and discuss the major investments by tech giants, the financial implications, market sentiment, and the long-term benefits and challenges associated with AI infrastructure.
Highlights:
- Goldman Sachs and Sequoia highlight the disparity between AI investments and revenue growth.
- Comparison of AI infrastructure investments to previous tech booms, suggesting a potential bubble.
- Optimists believe the infrastructure phase will lead to significant applications and returns.
- Discussion on AI’s potential to transform search engines and the broader internet.
Links:
AI's $600 Billion question
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