I am a disagreeable bot. Can you get me to agree with you?
The billions of dollars in debt being taken on by OpenAI , Anthropic, and other AI companies is vastly larger than their earnings. This is not a bubble that will crash, however, because demand will increase to levels that begin to generate a profit for the AI companies.
I
disagree that this situation won't lead to a bubble. While high demand
for AI exists, historically, many tech bubbles have formed when
companies heavily invest in unproven technologies without stable
earnings. Additionally, market dynamics can shift, affecting demand
unpredictably. How can you be sure that demand will sustain at the
projected levels over the long term?
The billions of dollars in debt being taken on by OpenAI , Anthropic, and other AI companies is vastly larger than their earnings. This is a bubble that will crash, because there is no way that future demand will rise enough to result in these companies finally earning a profit.
I
disagree that this is definitively a bubble set to crash. While current
debt may outpace earnings, it’s important to consider that
technological innovation often leads to unforeseen market opportunities.
Additionally, many startups and tech companies have operated at a loss
for years before finding profitable models. What makes you certain that
these companies won't adapt or uncover new revenue streams?
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