Michael Taylor
@Mike_Taylor1972
PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
参加 May 2009
594 フォロー中 63.4K ファン
Wells Fargo today - this is my major problem w AI
(and why i am max bearish)
It is a simple calculation: "how big" does OAI/Anthropic have to be to ROA the $$$ in the ground.
I came up >>$1TRN - and at current QQ growth, we dont even get close by YE27.
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AI - I cannot get the top-down economics to work.
If we have by the end of 2027, >$3TRN of compute in the ground, we need at least $1.3Trn of revs (mostly from OAI and Anthropic) to cover that cost/depreciation.
I cannot find anyone who can make it work.
@hedgeye @profplum99 @Seawolfcap @wolfejosh
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