{"id":13549,"date":"2024-07-08T04:18:04","date_gmt":"2024-07-08T08:18:04","guid":{"rendered":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/?p=13549"},"modified":"2024-07-08T04:18:59","modified_gmt":"2024-07-08T08:18:59","slug":"ais-600b-question","status":"publish","type":"post","link":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/ais-600b-question\/13549\/","title":{"rendered":"AI\u2019s $600B Question"},"content":{"rendered":"Originally published in Sequoia Stories, June 20, 2024. The AI bubble is reaching a tipping point. Navigating what comes next will be essential. In September 2023, I published AI\u2019s $200B Question. The goal of the piece was to ask the question: \u201cWhere is all the revenue?\u201d At that time, I noticed a big gap between the revenue expectations implied by the AI infrastructure build-out, and actual revenue growth in the AI ecosystem, which is also a proxy for end-user value. I described this as a \u201c$125B hole that needs to be filled for each year of CapEx at <a href=\"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/ais-600b-question\/13549\/\" class=\"more-link\">(more&hellip;)<\/a>","protected":false},"excerpt":{"rendered":"<p>Originally published in Sequoia Stories, June 20, 2024. The AI bubble is reaching a tipping point. Navigating what comes next will be essential. In September 2023, I published AI\u2019s $200B Question. The goal of the piece was to ask the question: \u201cWhere is all the revenue?\u201d At that time, I noticed a big gap between [&hellip;]<\/p>\n","protected":false},"author":78,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[11,1,48],"tags":[],"class_list":["post-13549","post","type-post","status-publish","format-standard","hentry","category-industry-news","category-leading-blogs","category-left-hand"],"_links":{"self":[{"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/posts\/13549","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/users\/78"}],"replies":[{"embeddable":true,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/comments?post=13549"}],"version-history":[{"count":1,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/posts\/13549\/revisions"}],"predecessor-version":[{"id":13550,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/posts\/13549\/revisions\/13550"}],"wp:attachment":[{"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/media?parent=13549"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/categories?post=13549"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/tags?post=13549"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}