Premium – 354. Capital Questions Gen AI
Added 2024-07-17 21:52:18 +0000 UTCWe take a look at recent reports where venture capitalists like Sequoia and the investment banks like Goldman Sachs are starting to wonder out loud whether AI will ever be able to generate enough revenue and consumer demand to make the bubble feel solid. The returns on AI necessary for this massive infrastructure buildout to make sense are looking increasingly fantastical. It was only a matter of time until capital finally came around to our skepticism of generative AI.
AI’s $200B Question https://www.sequoiacap.com/article/follow-the-gpus-perspective/
AI’s $600B Question https://www.sequoiacap.com/article/ais-600b-question/
Gen AI: Too Much Spend, Too Little Benefit? https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf
Hosted by Jathan Sadowski (www.twitter.com/jathansadowski) and Edward Ongweso Jr. (www.twitter.com/bigblackjacobin). Production / Music by Jereme Brown (www.twitter.com/braunestahl)
Comments
Sounds like a medievalish cover of blue oyster cult - don’t fear the reaper maybe?
William
2024-07-18 02:24:52 +0000 UTCLove how the accumulated wealth will just pop and evaporate like bubbles blown on a summer day
William
2024-07-18 02:23:59 +0000 UTCWhat’s the outro music? Great episode, it complements Ed Zitron’s podcast by filling in all the gaps. Like Zitron was the appetizer & you guys were the meal. Thanks!
David Mankins
2024-07-18 02:09:47 +0000 UTC
