Everything is happening all of a sudden and at once, from different angles of attackI think it might be over
>>62734951Why have they plateaued? Is that good or bad? Can they survive going forward with that level of ARR?AI tells me that Salesforce (old and boring company) has $38 billion in ARR.
>>62734992The industry has hundreds of billions of compute commitments commencing as early as next year. I suggest you find shelterhttps://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom
>>62735011Why is there a need for so much computing power? Is there actually a demand for it? In my industry everyone is already using AI, literally every company in the world, including those in the poorest regions of India, Africa, and Latin America. Even countries under sanctions like Russia, Belarus, and China are making full use of AI, including Chinese AI models. Where will the further growth and the need for capacity on a scale many times greater than today’s volumes actually come from?
>>62735018I suspect they want to train *much* larger models on much more data. Me personally? I solded
>>62734992because the next quarter hasnt begun yet, the plateau will be raised and the frontier will be paced.
>>62735018It’s not the customers served it’s the complexity of the taskThey will sell to the same people except the ai will be 10x smarterer
two more weeks brohttps://isaiprofitable.com/
