BUBBLE WATCH: AI IS CHANGING EVERYTHING, BUT NO ONE PAYS FOR IT (MSFT, NVDA)
https://s.yimg.com/ny/api/res/1.2/bpDCFueRpsDfujfJy1rpAQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzU-/https://media.zenfs.com/en/24_7_wall_st__718/a03448efab5e0cc8f5aacc5567346757
✍️ The AI sector may be facing a financial bubble due to unsustainable business models, with many AI providers relying on free tools and lacking viable monetization paths.
👉 AI providers offer their tools for free, leaving them without meaningful recurring revenue 👉 Pure-play AI software companies lack viable monetization paths 👉 Microsoft may be able to profit from its XBox business, but its trillion-dollar AI investments may not be sustainable 👉 AI providers cannot survive indefinitely without user fees or enterprise licensing models
-- #DougMcIntyre #LeeJackson #technology
Loading quoted post…
