Thread

AI needs $6T in annual revenue to justify data centre boom

222 points · 335 comments · Betelbuddy

ItsMattyG · 1790712876 · focus · HN ↗
as ai becomes an actual replacement for workers, costs will rise to what you would pay a worker, and $6T will be easy
1. preommr · 1790715707 · focus · HN ↗
  Except that it would be priced based on pass-through prices rather than existing value perception. It used to cost hundreds to send a letter on horseback, it costs pennies to send an email, consumers aren't going to tolerate spending hundreds when they know it take pennies to send.
  Models are getting cheaper, and more efficient, but I don't see how they cross the threshold of full autonomous intelligence in the way that an employee needs to be fully accountable for their actions.
  1. ItsMattyG · 1790716986 · focus · HN ↗
    eventually it will be pennies, but based on current trends i'd bet value outpaces price decreases for a while once it actually becomes an employee replacement
    the demand then will rise and prices will rise in tandem
    it is of course possible that 'deep learning hits a wall' and they don't get there, but i wouldn't bet on it

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