KKR Sees AI as Larger ‘Potentially’ Than Cloud Computing

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  • Опубліковано 22 жов 2024

КОМЕНТАРІ • 16

  • @Spudgun81
    @Spudgun81 Місяць тому

    Very interesting, we need more interviews with this guy

  • @aai2184
    @aai2184 2 місяці тому +2

    Great response to the AI investment ROI question...cloud comparison 2006-7 and impact on Amazon stock.

  • @gpgis
    @gpgis 2 місяці тому

    Really good discussion.

  • @luorobby9517
    @luorobby9517 2 місяці тому

    good talk

  • @PD55_
    @PD55_ 2 місяці тому

    Has everyone noticed how Big Tech "advertising" has become more intrusive recently? There is a cost to the interruptions, distractions, stolen bandwidth, malicious spam, etc. Your privacy has a price, but Big Tech is making you pay the ongoing costs. There is zero accountability, total submission and tacit approval by the public.

  • @bdek68
    @bdek68 2 місяці тому +7

    Show me use cases!!! There are very few

    • @gpgis
      @gpgis 2 місяці тому

      A lot of use cases are work in progress and will start to become visible in general knowledge soon.

  • @jimbojimbo6873
    @jimbojimbo6873 2 місяці тому

    I mean I’d bloody hope so, if AI isn’t bigger than Cloud then that’d be the disappointment of the mellenium.

  • @badpuppy3
    @badpuppy3 2 місяці тому +2

    AI is pure hype. Little use. This bubble is going to burst so hard, it will probably set back AI development for decades.

  • @mattinterweb
    @mattinterweb 2 місяці тому

    "What is digital infrastructure?" - "it's a great question." Er, its just a question.

    • @thenewbanker1225
      @thenewbanker1225 2 місяці тому +1

      Data centers and the energy/power infrastructure

  • @zstrizzel
    @zstrizzel 2 місяці тому +1

    Where is the ROI? "Well, it's like cloud". Is that what KKR is going hang its hat on? That was a truly garbage answer that seems to confirm AI hype fears.

  • @NicolasaCali
    @NicolasaCali 2 місяці тому

    Thank you for the interesting material, I will look forward to the continuation.

  • @marble296
    @marble296 2 місяці тому +4

    Unless it can start coming up with new materials/inventions it's just a very very expensive chatbot.

  • @user-wr4yl7tx3w
    @user-wr4yl7tx3w 2 місяці тому

    of course, he personally benefits from the hype. cheaper capital. what else will he say.