alt Hacker NewsWho is going to end up capturing all this value being generated is going to be very interesting. Back in 1980, who’d have thought MS would capture the majority of the value from PCs over the next 3 decades, and not IBM?
Who is going to end up capturing all this value being generated is going to be very interesting. Back in 1980, who’d have thought MS would capture the majority of the value from PCs over the next 3 decades, and not IBM?
So far, it seems to be the reverse of that disruption. Hardware companies, Nvidia, Apple, AMD, Intel, ARM, memory companies, are all having record-setting quarters, and it's actual profits, not subsidized by investors and circular investments (though the hardware companies are investing in the AI companies to keep the hype train rolling).