Capex doesn't inherently mean losses if those investments actually produce revenue or cost savings. That being said, I am very skeptical that AI investments will produce good returns.
Yeah, that’s what I wanted to say. Spending and losses shouldn’t be “same”. If I’m making $110-$120 billion and I want to spend some on the future, so what? I could just stop if it doesn’t work out.
When I see investors worry about current AI spending and earnings on a quarter-by-quarter basis, I know they don't really understand AI. As a former software engineer, I'm not sure how anyone who doesn't understand large language models and transformers from a technical perspective has any idea what they're truly investing in, the potential revenue streams of these models or how exponential its growth and earnings will be. These companies are spending hundreds of billions for a reason. They clearly see what's about to happen. My AI investment timeline is 2-5 and 10 years. I couldn't care less what they do this quarter or next.
Capex doesn't inherently mean losses if those investments actually produce revenue or cost savings. That being said, I am very skeptical that AI investments will produce good returns.
Yeah, that’s what I wanted to say. Spending and losses shouldn’t be “same”. If I’m making $110-$120 billion and I want to spend some on the future, so what? I could just stop if it doesn’t work out.
How can Bloomberg have the latest news when they don't even have his latest picture
Ol Zuck don't give AF loves the big spending on Ai
AI companies will only be hurt financially when investors see through all their hype.
That all depends on whether the technology stops getting better.
F em investors...
Huh, no way....nobody saw that coming from the billions upon billions in capex spending.
Use their Ads before, no use at all.
Message is so clear..Mercedes is ditched. Meta is moving to ai ..
Everyone should delete all account from meta.
record earnings...........................
When I see investors worry about current AI spending and earnings on a quarter-by-quarter basis, I know they don't really understand AI. As a former software engineer, I'm not sure how anyone who doesn't understand large language models and transformers from a technical perspective has any idea what they're truly investing in, the potential revenue streams of these models or how exponential its growth and earnings will be. These companies are spending hundreds of billions for a reason. They clearly see what's about to happen. My AI investment timeline is 2-5 and 10 years. I couldn't care less what they do this quarter or next.
AI PEAKED
Nope. Hasn't even actually even began yet. It's like stating in the year 2000 that the internet has peaked 😂
It just born, it grow fast but still long way to go. Investor is not patient....."show me the money NOW ! "
ไหว้ กราบกราบกราบ กราบบุญบารมีบุญ กราบกราบกราบ (กราบสาธุ)(กราบสาธุ)(กราบสาธุ) กราบกราบกราบครับ
wow the lady on the right needs better lighting
This is not tiktok ffs
@@HuyHoanghouston tiktok or not, she needs better lighting
Instagram needs to be destroyed, its everything whats wrong with present times.