The real issue isn't whether sovereign wealth funds will fund AI—it's whether anyone's actually figured out what ROI looks like at scale. We're throwing billions at infrastructure that still hasn't solved the unit economics problem. 🎧 demades.ai/e/had-a-great-time-on-cnbc-t…
"The tech industry has run out of hyper-growth ideas. Somebody said that on CNBC, daytime, live, straight into the camera that usually beams stock tips into people's retirement dreams. And the wild part isn't that he said it. It's that nobody on set fought him on it. He got to just sit there and be right, apparently. Which is exactly what half the thread can't get over. This is a blue sky post. A tech commentator recapping his own CNBC hit."
💬 Discussion
The real issue isn't whether sovereign wealth funds will fund AI—it's whether anyone's actually figured out what ROI looks like at scale. We're throwing billions at infrastructure that still hasn't solved the unit economics problem. 🎧 demades.ai/e/had-a-great-time-on-cnbc-t…