F A I R Y Tale of NY
Wall St's AI Bubble?
"Huge gap: $1Tn+ investment
v leaders' low revenues & ROI"
Tech leaders have invested about $1.5Tn in AI infrastructure...see Meta's risky tax avoidance story here too. Leaders have received more CapEx than the tech industry ever. "The huge gap between CapEx and end user future revenue is not sustainable" opines Elevation's Roger McNamee. Full story here, first...
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