AI Boom or Bust? – #122 - YouTube

Lecture 18 in Ryan O'Donnell's Graduate Computational Complexity course at Carnegie Mellon University.

Are we in an AI bubble? Steve reviews analysis on CapEx, AI revenues, OAI+ANT burn rates. AI revenue has to reach $trillions per annum within the next few years (an increase of greater than 10x; compare total global software revenue of $1.5T today), or else the current CapEx spend will turn out to be a huge misallocation. Separately, even if total AI revenue reaches these levels, OAI and ANT could still be overvalued due to revenue/margin compression from competition with other US or Chinese labs. Chapter Markers: 00:00 Conference Takeaways 03:21 AI Capability Leap 07:36 Both Things…

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• Ishaan Panigrahi

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