The model assumes $1 T of Application and Services revenue (consuming foundation models running in datacenters) and reverse engineers how many GW, investments, OpEx... you need to support that kind of revenue.

Bob, I created a small "GenAI Business Model Simulator" with the help of ... GenAI. I'd be honored if you took a look. I can't find a simulation where the industry makes money and/or the lenders/investors are not wiped out. claude.ai/public/artif...

Or USD is ready to break down, so far it touched twice its 2008 uptrend line.

My boss in 2002 pushed really hard to build our web app with XSLT and it was clear within a couple of weeks that it was not the right direction. There is a lot more than state representation to a front end. Performance was a factor.

Civilization can't be saved

I don't know, have you ever tried to write meaningful XSLTs? I doubt LLMs would do it properly.

😂😂😂

Hell with the employees. I learned (without losing any money) in 2002 that one can get nothing when a company is sold. Some of my coworkers had invested their life savings in a company they worked for and believed in.

He took the hypocritical oath, that's why