Comment Re:The economics have got to be atrocious (Score 2) 36
I was going to say something similar. AI companies today are cash furnaces. The kicker is the data center spend will never decrease due to the need for complete replacement every few years. (Mark Cuban said they are "shitting money at scale"). The only way they get profitable is to increase end user cost by an order of magnitude. That just won't fly. Look at any new paradigm shifting technology - first generation companies are never successful. It's the 2nd or 3rd generation companies 15-20 years from now that will provide amazing products and services we haven't even dreamed up, that are built on the carcasses of 1st gen companies.. Those will be wildly successful.