Comment by dspillett
11 hours ago
> but not so well with AI revenue
Nobody is doing well enough with AI revenue ATM (https://isaiprofitable.com/). At the moment it is probably more about market share of users, that is where the investment capital will need to be clawed back from when it starts to be called back (or replacement money will need to come from if the investment cycle simply stops giving generously).
While true, Google is particularly vulnerable to AI disrupting the traditional internet ad model. They have to figure out how to make AI profitable or Google will suffer catastrophic revenue, profit, and stock price declines in short order.
Love this. Can we also have an environmental cost calculator somehow?
Dollars are a very good first estimate of environmental cost.
except for NVIDIA