Premium – 354. Capital Questions Gen AI (Patreon)

We take a look at recent reports where venture capitalists like Sequoia and the investment banks like Goldman Sachs are starting to wonder out loud whether AI will ever be able to generate enough revenue and consumer demand to make the bubble feel solid. The returns on AI necessary for this massive infrastructure buildout to make sense are looking increasingly fantastical. It was only a matter of time until capital finally came around to our skepticism of generative AI. 

• AI’s $200B Question https://www.sequoiacap.com/article/follow-the-gpus-perspective/ 

• AI’s $600B Question https://www.sequoiacap.com/article/ais-600b-question/ 

• Gen AI: Too Much Spend, Too Little Benefit? https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf 

Hosted by Jathan Sadowski (www.twitter.com/jathansadowski) and Edward Ongweso Jr. (www.twitter.com/bigblackjacobin). Production / Music by Jereme Brown (www.twitter.com/braunestahl)