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

        No one “becomes an expert in minutes” at anything more complex than tic-tac-toe, that’s just absurd. If you don’t understand the thing without needing a chatbot, you’re not an expert.

        1. rff2 · · focus · HN ↗
          Stupid post by him TBH.

          Electricians etc want to generate more income. They dont want to start building their own apps - someone else will take care of that.

          Its jarring how bad some posts are on here. But then again, that's why most are employees not the employer.

        2. MrToadMan · · focus · HN ↗
          To add to that, I don’t think many employers will be happy about their legal exposure to inadequate training and supervision when things go wrong if this is the sort of training people are resorting to. Especially if insurers are excluding coverage for losses arising from the use of generative AI, as seems to be happening.
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