...
So, in summary: We likely need on the order of hundreds of billions to low-trillions of dollars annually in AI revenue to justify the present level of infrastructure and model investment. Current realized revenues are many orders of magnitude below that.
But that’s the cold math. History suggests that such math often overlooks strategic externalities, spillover effects, hype, and speculative capital flows.
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... So, in summary: We likely need on the order of hundreds of billions to low-trillions of dollars annually in AI revenue to justify the present level of infrastructure and model investment. Current realized revenues are many orders of magnitude below that.
But that’s the cold math. History suggests that such math often overlooks strategic externalities, spillover effects, hype, and speculative capital flows.