Top economist warns that the AI math doesn’t make sense: 'Profits are currently being funded by investors rather than earned from customers' | Fortune
fortune.com
The AI boom has turned the standard profit margin model on its head, according to Apollo Chief Economist Torsten Slok—and it’s making the industry’s growth unsustainable.
  • Jaysyn@lemmy.worldEnglish
    2·
    6 hours ago

    How? The chatbot labs don’t have the unit economics to be taken public.

    I guess you could short Nvidia and AMD.

    • NιƙƙιDιɱҽʂ@lemmy.worldEnglish
      2·
      3 hours ago

      I think nvidia is going to be one of the only sure winners here. They’re making hand over fist selling shovels during the gold rush.