Gustavo Cunha (@fintrender): "loved this points… AI boom isn’t a software revolution. → It’s an infrastructure arms race. → It’s GPUs, power plants, cooling towers, land, water rights, grid upgrades, transformer stations, and supply chains. → It’s the biggest capex cycle since the industrial revolution …"

loved this points…

AI boom isn’t a software revolution.

→ It’s an infrastructure arms race.

→ It’s GPUs, power plants, cooling towers, land, water rights, grid upgrades, transformer stations, and supply chains.

→ It’s the biggest capex cycle since the industrial revolution - disguised behind a chat interface.

HSBC just dropped the most brutal AI report: OpenAI needs to raise at least $207 billion by 2030 so it can continue to lose money 😳

HSBC just published a 33-page analysis on OpenAI, and the takeaway is savage:

Even in their most optimistic scenario, OpenAI ends up with a $207 billion funding hole by 2030 🤯

Not because the business is coll…

Nov 29

9:31 AM