bearish
Episode 75: The AI Big $$$ Question
SUMMARY
- Discussion about the potential for Chinese companies to use shell corporations to rent GPUs from American companies
- Mention of a blog post by Sequoia and a report from Goldman Sachs on the challenges of monetizing AI infrastructure
- Skepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like Microsoft and Amazon investing billions in AI projects.
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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