Jaden Schaefer

It's going to get pretty...

you know, it's going to get pretty crazy.

you know, it's going to get pretty crazy.

um you know it's gonna get pretty crazy and you even have people like elon musk who's you know gonna be building data centers in space because he said you know the earth doesn't have enough uh compute and energy and yeah you know all this other stuff so that's kind of his solution so i think um with all of that some of the biggest tech companies right now are just trying to race to prepare for basically a future that is defined by compute scarcity this is something i think we're going to have to live with

And you even have people like Elon Musk, who's, you know, going to be building data centers in space because he said, you know, the earth doesn't have enough compute and energy and, you know, all this other stuff.

And you even have people like Elon Musk, who's, you know, going to be building data centers in space because he said, you know, the earth doesn't have enough compute and energy and, you know, all this other stuff.

So that's kind of his solution.

So that's kind of his solution.

So I think with all of that, some of the biggest tech companies right now are just trying to race to prepare for basically a future that is defined by compute scarcity.

So I think with all of that, some of the biggest tech companies right now are just trying to race to prepare for basically a future that is defined by compute scarcity.

This is something I think we're going to have to live with.

This is something I think we're going to have to live with.

Investors are, I mean, not very enthusiastic about this because basically every company is making all of these massive commitments and all of them after doing that, they've all seen their stocks drop following their earnings reports.

Investors are, I mean, not very enthusiastic about this because basically every company is making all of these massive commitments and all of them after doing that, they've all seen their stocks drop following their earnings reports.

investors are i mean not very enthusiastic about this because basically every company is making all of these massive commitments and all of them after doing that they've all seen their stocks drop following their earnings reports i think the steepest decline was coming from the people who said that they were going to spend the most amounts of money so it feels like investors are you know kind of rolling their eyes like oh man do we really need to spend all that it feels like a risk

I think the steepest decline was coming from the people who said that they were going to spend the most amounts of money.

I think the steepest decline was coming from the people who said that they were going to spend the most amounts of money.

it feels like investors are you know kind of rolling their eyes like oh man do we really need to spend all that it feels like a risk but i will say that kind of some of this investor pushback isn't just limited to companies that are still looking for a clear ai business model i think it also is extended to companies like amazon and microsoft that already operate you know really highly profitable cloud businesses they have really straightforward plans for monetizing ai the problem i think at least from if you're if you're kind of looking at it from like a wall street perspective

it feels like investors are you know kind of rolling their eyes like oh man do we really need to spend all that it feels like a risk but i will say that kind of some of this investor pushback isn't just limited to companies that are still looking for a clear ai business model i think it also is extended to companies like amazon and microsoft that already operate you know really highly profitable cloud businesses they have really straightforward plans for monetizing ai the problem i think at least from if you're if you're kind of looking at it from like a wall street perspective

But I will say that some of this investor pushback isn't just limited to companies that are still looking for a clear AI business model.