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cover of episode How The AI Bubble Bursts

How The AI Bubble Bursts

2024/8/14
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Better Offline
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Ed Zitron
一位专注于技术行业影响和操纵的播客主持人和创作者。
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Ed Zitron: 我认为通用人工智能产品尚未证明其用例能够证明其在每笔交易中亏损是合理的。华尔街逐渐意识到,大型科技公司的AI野心需要巨额前期投资,但回报可能不会很快到来,可能需要数年甚至十年。尽管大型科技公司利润丰厚,但它们在基础设施上的支出巨大,以满足所谓的通用AI云服务需求,但实际上并没有从中赚到多少钱。微软预计资本支出将持续增加,以满足云和人工智能的需求,但这需求并不真实存在。微软在上个季度花费了190亿美元用于云和AI,并且明确表示将继续投入更多资金,而这项技术既没有为微软带来收益,也没有为付费用户带来收益,这很愚蠢。微软的净利润率下降,因为它在投资一个只会亏损的项目。谷歌的资本支出预测为2024年500亿美元,主要用于技术基础设施、采矿服务和数据中心。谷歌对其AI支出非常谨慎,可能因为支出很高但没有盈利。亚马逊也在大量投入利润到AI项目中,但没有迹象表明情况会改变。市场开始意识到AI的规模和成本,并对此感到不安。

Deep Dive

Chapters
The tech industry is facing a reckoning as the market's enthusiasm for AI wanes. Major tech companies like Microsoft, Amazon, and Google have seen their stock prices decline due to concerns about the profitability of their AI investments.
  • Big tech's $200 billion bet on generative AI is facing market skepticism.
  • Nvidia's AI-specialized "blackwell" chips are delayed.
  • Media questions the sustainability of the AI boom.
  • Tech companies have yet to demonstrate a strong use case for generative AI.

Shownotes Transcript

After a year of opulent spending, the markets have begun to sour on big tech's $200 billion bet on generative AI, unfortunately timing with the delay of Nvidia's new AI-specialized "blackwell" chips. In this episode, Ed Zitron walks you through the pale horses of the AI apocalypse - and what this means for the tech industry at large.

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