Why AI's moat is capital
Wow. Tour de force post Kevin thank you
Thanks Paul!
Interesting article.
Is there a possibility that the demand for AI (in it's current form) does not meet the high expectations?
Is there a path to profitability in a reasonable time frame?
The capex being spent seems incredibly high to me, there seems to be a big FOMO element.
I wonder if tech companies will lower capex when it doesnt pan out over the next 1-2 years.
The industry as a whole is definitely frothy. These specific companies will probably do fine (and trade a discount relative to some public names!)
Wow. Tour de force post Kevin thank you
Thanks Paul!
Interesting article.
Is there a possibility that the demand for AI (in it's current form) does not meet the high expectations?
Is there a path to profitability in a reasonable time frame?
The capex being spent seems incredibly high to me, there seems to be a big FOMO element.
I wonder if tech companies will lower capex when it doesnt pan out over the next 1-2 years.
The industry as a whole is definitely frothy. These specific companies will probably do fine (and trade a discount relative to some public names!)