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Is that based on vibes? The numbers so far don’t seem to make sense. The few public companies that run AI are reporting massive losses, yet still provide their services for either dirt cheap or free. Gemini generated less than 50 million in rev last quarter. Not billion, million. Grok reported 100M for SpaceX and that company is somehow worth 2 trillion dollars. Most of their “AI rev” is from their data centers, not the AI, but if no one ends up using those data centers, that money is gone. OpenAI was suppose to go public, then they pushed it back a few weeks, then months, now they say sometime next year. They can’t get the funding. That’s not even mentioning all the AI companies that rely on the subsidized AI pricing from these big companies. They’re toast once GPT, Gemini, Anthropic start needing to collect on their investments.
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