Bubble or not? The money loop, the token revolt, and why the AI demand is still real
Article summary
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In part one I laid out the two numbers that make this whole AI buildout feel like a dare. Big Tech spending around $725 billion in a single year, and JP Morgan's math saying the industry needs $650 billion in fresh revenue every year, forever, just to earn a 10 percent return. If you have not read that one, start there, because it sets up the stakes. This is the half where I stop describing the bet and start poking at whether it holds. The money that keeps going in circles Here is where the…
1Key Takeaways
- In part one I laid out the two numbers that make this whole AI buildout feel like a dare.
- Big Tech spending around $725 billion in a single year, and JP Morgan's math saying the industry needs $650 billion in fresh revenue every year, forever, just to earn a 10 percent return.
- If you have not read that one, start there, because it sets up the stakes.
- This is the half where I stop describing the bet and start poking at whether it holds.
2AIWedia Score
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3Why it matters
Coding AI shifts how fast software ships and how much human review each change needs. DEV — ML reports that in part one I laid out the two numbers that make this whole AI buildout feel like a dare.
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