This article and most of these thesis assume one thing, you need to make a return of investment from AI while using OpenAI revenue as an anchor to measure it.
What if these AI investment were only to protect or strengthen their current business? AI in Windows, macOS, Adobe, iPhone, Facebook, Instagram may not bring in any additional revenue. But it add additional value to their current product line, making competition harder, further hardening their moat.
Nvidia or Jensen is also smart to play the national security card. Does the European want their model to be all US based. Are the answer culturally correct? Just like how every single country invested in their own Telecom or Internet infrastructure, if this pitch were even half as successful, do these numbers we are looking at even matter when it is spread out across G7 or G20?
While I believe we are still far, or at least 10+ years away from AGI, the current form of AI still has a lot of improvement incoming and are already bringing in real world benefits and value to a lot users. The adoption curve will accelerate once it is integrated into Windows, Office and Mac. So even if we are in a bubble, I still think we are very early in the curve before it burst.
What if these AI investment were only to protect or strengthen their current business? AI in Windows, macOS, Adobe, iPhone, Facebook, Instagram may not bring in any additional revenue. But it add additional value to their current product line, making competition harder, further hardening their moat.
Nvidia or Jensen is also smart to play the national security card. Does the European want their model to be all US based. Are the answer culturally correct? Just like how every single country invested in their own Telecom or Internet infrastructure, if this pitch were even half as successful, do these numbers we are looking at even matter when it is spread out across G7 or G20?
While I believe we are still far, or at least 10+ years away from AGI, the current form of AI still has a lot of improvement incoming and are already bringing in real world benefits and value to a lot users. The adoption curve will accelerate once it is integrated into Windows, Office and Mac. So even if we are in a bubble, I still think we are very early in the curve before it burst.