When do you think the GenAI bubble might burst?

The AI Industry: Navigating the Imminent Tipping Point

I recently read an insightful article by David Cahn, a partner at Sequoia Capital, which delves into the current state of the AI industry. Cahn argues that the disparity between revenue expectations and actual growth is substantial, indicating that we are approaching a critical juncture.

The article underscores several key issues, including the lack of pricing power in the GPU market, the rapid depreciation of last-generation chips, and the significant investments that seem to be going up in smoke. It also suggests that companies should pivot towards delivering tangible value to end-users instead of merely focusing on building infrastructure.

This piece is definitely thought-provoking and sheds light on the future trajectory of AI. What are your thoughts on the current state of the AI industry? Have you observed any noteworthy trends or changes? When do you think the AI bubble might burst?

The Article: https://www.sequoiacap.com/article/ais-600b-question/

#GenAI #Technology #Innovation #AIBubble #GPU #AIIndustry
Image credit: ClearLineArt

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Anders Sundstedt®aka Sundstedt Animation is an independent animation studio near Glasgow, specializing in handcrafted 2D animations, captivating educational videos, compelling explainer videos, and award-winning music videos.

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