steve hsu
@hsu_steve
Physicist, AI Founder, Manifold Podcast
加入 June 2010
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AI boom or bubble? ~$trillion capex, but only ~tens of $billions in organic revenue.
Financial bubble, unless revenue doubles every year for next ~4 years.
@hsu_steve explaining why rapid recursive self-improvement means nothing for AI valuations until real-economy businesses -- not VC-backed startups -- start organically spending trillions on the tech.
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