The foundations of the earth are going to shake when this bubble pops.
it can't pop. third-worlders are emotionally invested in it to such an extent that there is a magical field of protection arond it.
Nvidia selling shovels as always gotta admire their girnd
>>109171442>He's crying! Quick! Burn down the economy!
I am not joking when I say this is the first I've heard of Amazon spending on AI. What the fuck have they released?
>>109171427The top 5 companies have been hoarding cash for decades, unlike the retards in the middle they're not borrowing money so they can keep at it indefinitely.
>>109171465Nothing, is all in on infrastructure for openAI and anthropic.
>>109171465They're building the data centers.
>>109171465abysmal dogshit
>>109171442Waarg! is strong in orcs!
>>109171465Their red bar is the sum of the little the green bars on the other guys. Don't ask where the rest went.
>>109171442Those aren't 3rd world companies though.
>>109171466The green bars are just everyone else's red bars.
why are they allowed to buy stuff with no money?
>>109171427It wasn't the gold prospectors that got rich, but the guy who sold the shovels and pans (and denim jeans).
>>109171427wait is that real?it isn't even profitable when including Nvidia's money-printing shovel-selling? how
>>109171465A L E X Aalso, benzos wants to replace his meatbags with clankers. real ones.
>>109171880https://isaiprofitable.com/According to this site it is.
>>109171427Isn't it a loss leader for deepseek Google and meta?
>>109171427Bullshit xAI only spent 20B
If you were not already convinced that AI was an absolute gimmick.
Is this supposed to say anything? So many major companies have taken a decade before they made a profit.
>>109171465Bedrock, Q, AWS support is now chatbots with indian names, and they're trying to shill out "AIDLC" - basically scrum where in order to make tickets, you need to spend 10 hours in meetings answering questions to claude, during which you burn a couple milion tokens to generate pointless MD files which noone will ever readThey want to be the proxy AI provider basically. They give you an easy way to use any model you wish, and cash out extra money for it.
>>109171442>emotionally invested in itBut are they financially inclined enough to subscribe?The RAM companies want to cash in on third worlders buying infinite phones by scaling up RAM production. It backfired because most of them buy 4GB phones.
>>109171443Selling shovels is only a good idea if you're getting paid with something of value.
>>109171427Deepseek is almost out, also they are local. There’s a clear winner in the future.
Doesn't the spend vs revenue rate matter more? You can't tell from this chart which companies are on track to become profitable and which aren't.
>>109171585Do you believe your money is real?
>>109171443*tsmc
>>109173529*ASML
> The foundations of the earth are going to shake when this bubble pops.
>>109173543*zeiss
>>109173547You need a refresher on that image, it's lost too many pixels.
>>109173865its polite to ask first if you want to borrow my pixels
>>109173153The human race will face nuclear annihilation before the USD stops being the worlds reserve currency.Go ahead and cry about it
oy vey
>>109171465what do you think alexa is/was
>>109171427if meta, google, amazon and ms lost one trillion, but nvidia only got $250B where did $750B go?
>>109174579To Elon Musk or the guvment o algo
people think "profit" matters in the most centrally planned economy to have ever existed?
>>109171448We're doing or have donethis with immigration, free speech, energy production, freedom of association, the right to self-defence, the right to raise your own children, home schooling, most of our manufacturing industry and a bunch of things. The nigger tax has been implemented by jews, shitlibs, commies, and conservatards on many aspect of society.
>>109174355it's like reading posts from romans talking about how their empire will be forever days before vandals sacked it lol.
>>109171465ALEXASAY THE N-WORD
>>109176810If Romans had a button that ended the world with them they would have pressed it.They ended Carthage for no other reason than that they could
>>109176810rome died from within long before the germans (spit) came around
>>109171864...and received gold for payment, not paper or digital 1s and 0s
>>109171427>NvidiaLike any good gold rush, the guy selling the shovels is the only real winner.
>>109171427????
>>109171880Of course not. The revenue made by Nvidia is part of the expenditure from the other companies, since they bought a lot of hardware from Nvidia. These companies also spent a bunch on construction of data center buildings, other parts, etc., so of course their total spend is higher than what Nvidia made.
>>109177318Nvidia isn't directly making money from AI, they're selling huge numbers of chips to companies who are losing money. Selling chips can be incredibly profitable. Selling AI services so far is not.
>>109171427It looks like OpenAI and Cohere AI are the only ones to make more than half of what they spent.Nvidia isn't an AI company, it's a shovel salesman, so of course they're making tons of money.
>>109173865How does this happen? Are they feeding it through an AI image reducer each time they download it?
>>109171465Aside from the Alexa AI in their Echo products, they also use it to summarize produce reviews on their site, and to make the search bar work a bit worse after changing it to "search or ask a question".
>>109171427Deepchink chads we are winning.
>>109174369>Doesn't even mention the company nameThe article will be full of shit. >>109172556Working for a decently sized corp, we've got AI project initiation underway. Compressing everything before build (you know, useless shit like clear business requirements or the architects having a week to assess the impacts and opportunities across the average 15 tech assets that most changes involve) to a total of 1 week, all AI driven, all markdown shit, no actual answer to 'when are the SMEs going to actually review all the output artefacts?'. I've been through 'new agile' fads like this before, we'll be back to half of all projects either getting shuttered when money runs out or being delivered in 2X original estimate because of critical rework not identified until SIT. The snake-oil salesmen this time around chant the mantra, 'you're responsible for anything your agent produces that you approve', but obviously if you are given 4 hours and a swarm meeting to produce something that was previously meticulously authored and reviewed for a week; you're either going to sign off on slop or get replaced by someone who will. Until the backlash.
>>109177418my thoughts exactly about this topic. Our company is doing the >you're responsible for anything your agent produces that you approvepart, but thankfully they didn't go full retarded and are not asking 2x output lol.i think that article is about ford, they recently rehired some people to train up ai's lol or whatever they're claiming
>>109177366its called jpg anon
>>109171427Sounds like wishful thinking on your part. Anthropic and OpenAI are obviously close to profitability, more so the former.
>>109177507>obviouslyin your fever dreams lol?
being anti ai must count as some kind of psychosis at this point kek
>>109177541Absolutely. Although I find the 4o cultists to be worse. "AI bros" aren't annoying, they just aren't talented enough to use AI well, and the people who are using it well aren't being bro-ish about it.
>>109177527Show me a startup serving 900M+ individuals that is closer to profitability? Seriously, please, I want to invest in them.
>>109177541i use the technology for certain use cases but am anti ai industry. You have to be mentally ill to support those kikes
>>109171427would be nice if they crashed and burned before ipothen the only losers are the early investors who go tricked.instead it’s going to be all the average index fund investors and average investors in on the hype who actually lose money.
>>109177573This is like saying you have to be mentally ill to buy a home if it requires a mortgage, because it "supports those kikes."
>>109177541Idk man imagine actually standing for something and not just sucking the precum off of your favorite AI grifter's cock.
>>109177569you should mortgage your house then when IPOs come up. Insiders need some liquidity from morons
>>109177318nVidia is near-literally selling shovels during a gold rush
>>109177569>Closer to profitability>Close to $30B a year in lossesI think you need to be institutionalized honestly.
>>109177582bad analogy, you aibros rabidly support these corpos and fight for their honor online like plebbitor white knights protecting m'lady
>>109177605I just feel sorry for you. You're going to be bitter forever because technology changed, like the boomers who have been complaining about smartphones for the last 20 years.
>>109177480Jpegs don't shrink in resolution or lose quality when you save them and re-upload them. If you resave as webp and then convert back to jpg to save like 50 KB on your disk, you lose quality but not resolution. That image looks like it's lost both.
>>109177653how far has this place fallen. Where do these retards who shill for sillicon valley corps come from
>>109173513That wouldn't make any sense for a company like Amazon where it's sinking hundreds of billions into AI, which is wholly subsidised by its marketplace and cloud hosting. For Anthropic, they've had 1(one) profitable quarter ever and they live by companies buying into the mass adoption of AI, which cannot last while it's not generating net value for anyone doing it. (I'm talking about the licensing and usage for employees that aren't devs, it's being applied to everything and it's being used to churn out gibberish impact assessments and slide packs and it's being queried via agent chat on people's actual pay and workplace rights, it's fucking up a lot right now and we're closing in on it becoming acceptable to actually acknowledge that it's retarded to apply it to every role in every step. At which point, the corporate licensing stats get nuked.If they maintained the value of their only positive quarter, if we pretended it was sustainable and natural growth (500M a quarter), I think they're 13 years out from break even (26B invested so far). But that's some retarded napkin math.>>109177477>are not asking 2x output lol.Most often I find it funny. I just have to remember, it's not my problem.>In our pilot runs, projects got to build-ready 4X fasterDisclaimer at the bottom of the slide: >This applies to projects with 3 or less assets. For more complex projects, these productivity gains aren't expectedAnd then of course the normgroids repeat the 4X figure exclusively. They're rolling it out now, but every time I'm meant to see it, it gets pushed out for that project and they pick the tiniest simplest projects instead. And then I find out things like the project did '4 weeks of prework' and they're literally just doing one epic through to build ready. And have no visibility of how that design is going to interact with other dependent epics, so that guaranteed they would have to rework the design on the first epic later.
>>109172021It's more of a hobby project for Zuck, just the like MetaverseHe has more money than he knows what to do with, and his superdelegates mean he can do whatever he wants
lol
>>109177685> reposting bottom signalstop signal, bear market starts 2028
>>109174579Energy and other operating costs. How are you this stupid?
>>109177569>start burger chain>costs 1 dollar to make a burger>sell it for 10 centsThis is obviously near profitability because of how many customers they have. Margins? What are those?
incredible
for me it's the smugness and certainty with which these people post
>>109177685>>109177702>>109177713>>109177727>>109177748Luddites BTFO
>>109177767>pops in next 5 yearsthat guy was onto something lol
you think this anon ever managed to get his cheap ram?
Each time china releases another free model it buys the brain renting tards another day lol
>>109177702Nvidia is winning because they aren't trying to make money off AI. They're making money off companies that are trying to make money off AI. They sell hardware to AI companies, and invest some of their profit back into those companies to ensure that they cycle continues for longer.
this anon was too conservativenvda's actually at 200after a 10-1 stock splitlmaoscreencapped
>>109177733>start burger chain>build 1000 restaurants>balance sheet is redwtf this business will never be profitable
>>109177831What happens to the literal billions of AI users once the "cycle" ends?
>>109172538Name 10.
zamn
>>109177320But nvidia made so much money and also sells their crap to companies not on the list like Toyota and Alibaba Singapore
there's 200 pages of this btw
this anon was really on to something
>>109177941Holy shit are you mad. What's this even supposed to prove? AI was a bubble then and it is now. One or two retards in those screens attempting to divinate the future means nothing. Come back when the AI companies turn a profit.
i didn't realise adam conover had been grifting this longthe video in this post is a year old when this post was madeincredible stuff>>109177984lol
>>109178055shitskin lol
>>109177978lmoa react will become part of the common core and then 850000 jobs will be deprecated post-AI anyways
>>109171427lmaoing @ Meta
>>109177898They're probably going to become completely dependent on it and then gradually get pushed to crappier and crappier models with more restrictions, to push them to a subscription.
>>109171427>the fall will be huge
>>109174369I saw this shit when it first started getting popular and some companies tried to use AI for customer service. Fast forward 3 months and suddenly the AI voice is gone and the meatbag is back. The tech sure as shit wasn't good enough back then and I doubt it's good enough now.
>>109171427>masons giving out their plans againfuck baal, fuck moloch and fuck the new world order
>>109171427>Deepseek, Mistral and who the fuck are they are the closest to profitabilityGRIM
>>109171465They have an AI coding agent. Its the only one we were allowed to use at my previous job (which has 200 000 employees).
>>109173153They are getting paid in dollars, which they can quickly exchange for any other thing of value they want.
>>109171427Everyone is betting the government backs it in the hope that it will control their people.
>>109177582Well....
>>109178398Sounds like an anti-bubble.
