MIT does this.

A-C are pass, D and F are no credit for the fall semester.

Then for spring you get A-C as a letter or no credit for D-F.

They (MIT) doesn't pass the Ds.

Hasn't MIT been doing this for decades?

It's not a new concept and is used by some of the best schools in the world (well MIT at least).

Doesn't practically every google search use gemni for ai overview?

Right.

So the value probably isn't the 500 billion investment, but it's likely 50 billion at least.

That's kinda my point.

According to that link it's spent about 1/3 to 1/2 the time less than now since 2011.

Additionally it was much less in 2017 (but had a peak higher in 2018).

This is also the largest and sharpest rise since 2010.

It seems possible to me that they are overbuilding and over estimating demand increase.

Similar to how WorldCom did during the internet bubble.

AI isn't going anywhere, but that doesn't mean a lot of datacenters won't fail and get snatched up by companies that didn't (much like the WorldCom capacity).

Can they drop prices if the majority of their capacity is spoken for over the next five years?

I'm willing to bet dwll, Lenovo, apple, and Asus all have some of that capacity booked too.

Maybe even some retailers.

I'm still waiting for Linux to feel as good as Compiz on Ubuntu 7.04

It's not terrible now, but there was a long period of

AI definitely has some value and income.

Not as much as it's being hyped as, but significant. Anthropic for example will get nearly 50 billion in revenue this year.

And the value of people using AI smartly is definitely not zero. We're in the late 90s internet part of this. In 10 years there will be AI that we take for granted making some companies billions and a lot of failed companies. There's no reason to think otherwise.

It's also not going to replace lawyers and doctors, it will be part of how they do their job better much like the internet though.

I don't think this will kill Microsoft, Google, Meta, Amazon or Oracle. Their worwr case is having to dump their AI programs, take a stock hit, and issue some bonds. They all have enough revenue for the foreseeable future that they won't bankrupt.

I thought federal vehicles didn't have license plates. They're invisible to flock.

From a business sense it is somewhat unstable.

For example if any investments were made WRT the earlier tarrifs, I bet they don't look so hot now.

Or maybe you invested in a large off shore wind project, how did the stability of the US turn out?

And for more balanced take (Trump is more recent, and extreme, but not the only problem) congress as a whole is unwilling to work together and pass laws so we end up with executive orders and whiplash on policy.

For an investment that will take years to complete and pay off the US is becoming risky in some areas. The risk is due to the instability of policy and law.

Ideally yes.

But not necessary within a product version. Mayve this will force them to make sure the realease version really is release worthy.

I'd even argue that for some uses the (more) consistent behavior of not having models update could be a benefit.