When does revenue growth and profits overtake AI capex spending ?
I have run numbers on the fastest AI data center builder. The faster you can build, then the faster you can monetize and get to profits.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
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Musk has a tendency to overpromise and dates often dont match. He promises something in the next 5-12 months and years after that we dont have it,… That is not good.
They delivered a lot though. In general activists really dont like him.
Crazy that they’re projecting $100b arr! and the stock goes down!
What’s the ceiling on AI demand and AI capabilities?
If AI Grader’s have a ceiling – won’t the coding capabilities have a ceiling? Then open source will catch up and there will be no pricing power.
Vertical integration and owning major segments. Don’t just generate lines of code actually solve the problem and provide value directly. Launch is a tiny part of spacex revenue, but they make the Starlink satellites and provide communication directly. They provide direct to cellphone communication. They get onto billions of phones and provide AI directly. They will make code and digital humans to make things and do things for people.