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

222 points · 335 comments · Betelbuddy

  1. vdombr · · focus · HN ↗
    It's been almost half a year since we got powerful enough models, and I'm wondering, where are all those great things that were created with them? Maybe it's just me, but nothing has changed in my life so far. No improvements, but definitely, I need to be more careful when reading, listening, watching, and using things, as bad quality slowly creeps everywhere.
    1. cm2187 · · focus · HN ↗
      Strongly disagree, and I am one of those who believe this is a bubble.

      At home, Claude has been a god send to make it easy to learn using linux, and all sort of technologies. My personal learning curve has gone steep at an age where people start flattening out (40s).

      At work, we use AI to automate 50-75% of our work. Better quality output, more productivity. I work in a bank. But the average plumber or electrician benefits too. In minutes they can become an expert into some tech they never touched before.

      I thought crypto was bullshit, web 3.0 [corrected] was bullshit, meta-universe was bullshit. AI is bubbly, not sure how you can justify multi-trillon valuations for companies with 80% operating margin in a competitive market where you can switch to the competitor with a drop down. But the productivity gains will be massive for the economy. I think the economy will ultimately reap the reward, not so much the labs. But I may be wrong.

      1. pessimizer · · focus · HN ↗
        > At home, Claude has been a god send to make it easy to learn using linux, and all sort of technologies. My personal learning curve has gone steep at an age where people start flattening out (40s).

        Your own personal learning curve has also gone up when, if your thesis is correct, it is useless for it to have gone up because it is a skill that we may not need anyone to use, and we definitely won't need someone who learned it last week to use.

        That's more of what people mean by no revenue. I'm actually bullish on some revenue coming in from language learning, because in-ear translation will always have a delay and involves constantly wearing equipment, but Linux learning seems like a big zero if models are supposed to be good enough to essentially replace OS UI.

        > But the average plumber or electrician benefits too. In minutes they can become an expert into some tech they never touched before.

        They're already fine at learning from the manual. They have a lot of background. The AI will 1) only annoy them with how much it gets wrong, and 2) not give them any practice with the things they have to learn with their hands. They may be helped by AI powered robotics.

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