
Two trillion. That's the amount that one of the big three consultant firms thinks AI models needs to generate in annual revenue by 2030.
Today? AI makes 50 billion dollars per year.
1.95 trillion short.
Why do they predict such a timeline? What happens if the gap doesn't close in five years?
I had no idea where to even start to get to the bottom of this.
So I asked a founder who lived through the internet bubble and has a company with a market capitalization of 2.27 trillion.
In my mock interview with Jeff Bezos, he teaches us about the potential of an AI industrial bubble. And what it would be like to live through it.
Before my interview, I knew that billions of dollars were being invested in data centers and GPUS, but I didn't realize what could go wrong.
Has overexcitement led to overinvestment?Is this really the price of progress?
This episode is my attempt at grasping at a simple understanding of the future of AI.
Thanks for listening to day 10 of Off Payroll.