Every Layer of AI Is Losing Money!
8 segments
Every AI company's unprofitable. The
largest customers of AI compute are
unprofitable. Their customers also
unprofitable. It's just It's very rough
and I don't see any path for it to
normalize. It hasn't been normalized and
there are tons of signs things are
actually getting worse.
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The speaker expresses skepticism regarding the financial viability of AI companies, noting that both the AI firms and their primary customers are currently unprofitable, with no clear signs of a path toward normalization.
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