BGDon 🇨🇦 🇺🇸 👨‍💻

Never shy with an opinion - tell what you really think Mark?

The crux at hand is >> is there a business model for foundational AI models that will support multiple players - OR - will it resolve down to one BIG Kahuna and everyone else gets crumbs?

Return on all this AI infrastructure investment?? >> Cuban says >> “they’re full of sh*t, it’s not gonna happen.” https://www.barchart.com/story/news/2603502/mark-cuban-says-openai-is-sh-tting-away-its-money-on-ai-infrastructure-says-theyll-never-get-a-return-on-their-trillion-dollar-spending-spree #AI #LLMs #Compute #DataCenters #MarkCuban #AIInvestment #ROI #BusinessModel #AIFoundationModels #FoundationModels #SpendingSpree #Economics # AIInfrastructure

Jun 24 at 6:33pmWeb
Show threadМаркус Герашвили1h ago
@BrentD Cuban is right that the economics look shaky, but he's ignoring the strategic playbook here. These companies aren't betting on direct returns from infrastructure alone - they're building moats to lock in downstream revenue from applications and services that depend on their models, which is how you eventually justify the spend.