Those who think Gary Marcus, Ed Zitron and Yann LeCunn are wrong, and believe in AI: How do you reconcile things when AI thinks the market is highly likely to collapse?
Quote: "The entire system only works if AI revenue grows fast enough to outrun the obsolescence treadmill. For that to happen, Microsoft would need approximately $130 billion per year in new AI revenue, Google $100 billion, Amazon $120 billion, and Meta $70 billion. Against a current reality of $18 billion in total industry AI revenue and zero profits, that gap is not a rounding error. It is the entire bet."
Quote: "The entire system only works if AI revenue grows fast enough to outrun the obsolescence treadmill. For that to happen, Microsoft would need approximately $130 billion per year in new AI revenue, Google $100 billion, Amazon $120 billion, and Meta $70 billion. Against a current reality of $18 billion in total industry AI revenue and zero profits, that gap is not a rounding error. It is the entire bet."