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toasty228last Monday at 9:39 PM1 replyview on HN

Yes.

https://insights.som.yale.edu/insights/this-is-how-the-ai-bu...

> AI-related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022.


Replies

atleastoptimallast Monday at 10:43 PM

has it occurred to you that AI companies may be making huge returns because AI is genuinely increasing productivity and driving actual economic growth via their products?

If all these false practices can pull revenue out of nothing, why doesn’t every company do it? How come AI companies seem to be able to pull off financial magic that no other company can match?

All your analyses still ignore the revenue point.

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