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The AI optimists often make the case that tech will improve company margins. What they miss is in the process it will cut the incomes needed for household spending that drive companies revenues.

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Bob Elliott

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25,301 görüntüleme • 7 ay önce •via X (Twitter)

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.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company." From his appearance on the show in August.
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.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company." From his appearance on the show in August.

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.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company."
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.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company."

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I think more regulation in AI will stifle innovation. If we don't have small companies in the AI sector we will see Big Tech giants corner the market. That is a recipe for failure if it happens.
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This Guy has Figured it out ! "AI won't take your job, But someone using it will " This Statement has been echoed everywhere , just to stop panic in the tech community bcoz of increasing layoffs and less hirings...Such a narrative will force many into spending money for learning AI tools and writing codes for it.. Again the Truth is Simple. AI is doing what it was always meant to do for The Big players ...Replace the work that can be automated by any means and Reduce Cost.. But The real Reason for This Downfall in the Tech Sector is De-Dollari$ation . Though it will be called the " AI Cr@sh " by Everybody because no one wants to call it that .. Those Jobs and High Payments which the majority of people in the tech sector enjoyed because of the Free Printing of Dollars from the Fed Reserve is not possible now ..

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