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r/wallstreetbets
US gov might have inadvertently popped the AI bubble
Investor summaryBearish
Gov blocking access to top AI models could burst the AI bubble, making trillion-dollar valuations unjustifiable on just $20B in revenue.
Bear points
- Government actions could block access to top AI models, crippling the core business model of AI companies.
- Trillion-dollar valuations are completely unjustifiable given the relatively low current revenues of around $20 billion.
AI 资本开支
Post body
The trillion dollar valuations were based on 2 things:
\- improving AI models
\- selling access to these models
If access to any model as good as fable will be blocked, the AI companies are cooked.
Good luck justifying trillion dollar valuations on $20 billion revenue.
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