AI Profitability: 1999 Dot-Com Bubble, or Sustainable?
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AI Profitability: 1999 Dot-Com Bubble, or Sustainable?
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The year is 2025, approaching 2026. Concerns loom over the profitability of ChatGPT, and artificial intelligence systems.
Are the massive investments going to pay off? Can we compare the current AI market to the 1999-2000 dot-com and 2008 real estate bubbles?
Samir Kumar, an investor, co-founder and general partner at Touring Capital, shares his insight.
Chapters
IntroTrillions in spending into AI infrastructureSamir says ROI pattern differs from 90's dotcom fiber buildoutAI demand versus profitability and revenueIPOs, unicorns, decacorns, and 'triceratops'Part 2 to be continued.. on Super AI
More about Samir Kumar https://touringcapital.com/samir-kumar/
=====Steve Ispas and David Lam on Silicon Valley Front Row (SVFR)#aibubble #chatgpt #dotcombubble"