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Premium – 354. Capital Questions Gen AI
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We 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 Subscribe to hear more analysis and commentary in our premium episodes every week! https://www.patreon.com/thismachinekills 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)
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382 episodes
MP3•Episode home
Manage episode 429402490 series 2778147
Content provided by This Machine Kills. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by This Machine Kills or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We 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 Subscribe to hear more analysis and commentary in our premium episodes every week! https://www.patreon.com/thismachinekills 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)
…
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382 episodes
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