But will “business as usual, but with AI” justify the current capital expenditures? I think the market is pricing things as being closer to “AI cornucopia”.
What happens if/when we don’t deliver?
Market bubble will pop, not the first time and not the last, most likely after OpenAI and Anthropic IPOs.
> What happens if/when we don’t deliver?
I wish we had real journalism, the AI labs CEO should be asked that question in every single interview