Mastodawn

This is how the AI bubble bursts: https://www.theverge.com/ai-artificial-intelligence/917380/ai-monetization-anthropic-openai-token-economics-revenue

There is no conceivable way to break even for the AI industry—let alone to repay an investment that requires $2Tn a year from now to the end of the decade. That's about 3% of the entire planetary GNP. Just to break even.

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BenjaminK

@cstross Gary Markus is also seeing the end, at some point someone is going to blink, just don't know when.
https://garymarcus.substack.com/p/if-enough-other-companies-report

If enough other companies report the same, the bubble pops. 🫧

Breaking: “Uber COO Andrew Macdonald said he’s not seeing proportional productivity gains from increasing AI costs.”

Marcus on AI