Comment by 0xDEAFBEAD
5 days ago
Yeah I think the truth is closer to the opposite. Jensen has complained that the warnings are discouraging investors.
https://www.businessinsider.com/nvidia-jensen-huang-ai-doome...
AI corp valuations are high because their revenue is skyrocketing, not because of the rogue AI stuff.
valuations are absurd because investors are low-information speculators.
I just watched a YT with Dylan Patel in which he said, with a straight face, that OpenAI/Anthropic were going to "continue" exponential growth until, basically, their valuation was several times world GDP.
Their reported fantasy numbers ("annual revenue run rate", not revenue), you mean?