Comment by unmole
15 hours ago
> They've got, ballpark, $5t to $10t
What are you basing this on? For reference, Anthropic raised ~$70 billion in total and OpenAI ~$190 billion. Why do they need to make 20-40x that?
15 hours ago
> They've got, ballpark, $5t to $10t
What are you basing this on? For reference, Anthropic raised ~$70 billion in total and OpenAI ~$190 billion. Why do they need to make 20-40x that?
All the planned infrastructure commitments. At least for OpenAI I think they're supposed to spend $300+bn in the next few years.
I still don't understand why that means they need to make 5-10 trillion over the next 5 years.
I think the original argument is too limited in its scope. The wider AI market, which is primarily fueled by OpenAI, Anthropic, Google and the large frontier labs (are there any other in the West, except for these 3?) is spending how much... $900bn this year in DC buildouts? After the spent $500bn last year and they're probably planning to spend just as much the next few years if things go remotely their way.
So yeah, I wouldn't be shocked that in the 2023 - 2033 timespan total AI investment worldwide will be around $5tn, maybe even going towards $10tn.
All that money will have to be repaid, and it will have to be repaid 10x, otherwise heads will roll.
The enshittification we've seen so far is nothing compared to what's coming.
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