Everyone is so pessimistic about bubble bursting and money are simply catches on fire in this AI race…
However, I remembered when Youtube was young. It was burning money every month on bandwidth.
After selling out to Google, it took another decade to turned profit. But it did. And it achieved its end game. As the winner, it took all of the video hosting market. And Google reaped the entirety of that win.
This AI race is playing out the same way. The winner has the ability to disrupt several FAANGs and FAANG neighbors (eg. Adobe). And that’s 1-2 trillion dollar market, combined.
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