Now you can keep track of how many billions companies are losing on GenAI.
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Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog Can't wait for the inevitable multiple orders of magnitude price rises once everyone's hooked.
Old school drug dealer tactics, the first few hits are free... -
Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog I'm surprised that Anthropic's revenue is so close to the bottom. The boss recently bought me an individual Claude subscription and it's been great (I can do 9 times more than with the free version). But there's no way in hell we'd pay real money for any of the others.
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Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
During Gold Rush era San Francisco, the two types of people who actually got rich were grifters defrauding people, and those selling shovels and other gear to hopeful would be miners.
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Companion piece.
Lot of circles following those arrows...
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Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog Seems like the startups have figured out they can beat the established giants by getting them to bankrupt themselves.
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Companion piece.
@GossiTheDog Yes, those green bars are much bigger than in reality because of this. In their disclaimer section:
> The AI economy is circular: Google funds Anthropic, Anthropic runs on Google Cloud, Amazon funds Anthropic, Microsoft co-invests with OpenAI. This means aggregate industry figures double-count some revenue flows.
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Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog I guess Nvidia is pretty happy as-is but I do wonder if we won't see issues for them too down the line - the more expensive/unavailable hardware becomes the more the consumer market will adapt to this new ceiling, countries that have been talking about hardware dependency will start manufacturing chips and so on. We will see.
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Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog ? When companies or concepts start up, isn't spending always going to be > than revenue? You're supposed to be building a product (sw, hw, a human being) so the initial outlay will be bigly greater.
What am I not seeing? AI is bad. It's released like Bill Gates released his prototype product that I don't think ever went off without a bunch of glitches. TEST first for months or years then release the damn product unless you want a bunch of stupid/ignorant ppl ... (hey, a goal).
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Companion piece.
It's one giant circle-jerk
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Companion piece.
@GossiTheDog
If not bubble why bubble shaped? -
Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog don't tell nasdaq.
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Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog Hold on... BRB... Bankrupting the slop machines by asking them how many R's are in Strawberry.
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Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog I've got a bridge in London to sell them..
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Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog for colour blind people, the upper is spending and the lower is revenue
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Companion piece.
@GossiTheDog
That companion piece is missing Anthropic and some of the recent moves there. Still pretty enlightening. It's crazy the amount of money that's getting shifted around -
Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog this is quite interesting, what are we thinking when the penny finally drops? NVIDIA go down? They’re about the only ones with actual assets, albeit depreciating ones. But surely their stock is inflated?
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Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog It is quite profitable. For Nvidia. Not so much for all the others.
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Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog
#alt4you
List of companies and graphs how much money they spend for AI and how less they revenue:Amazon since '22: Spend $313B revenue $22B. -$291B
Alphabet Google since '22: Spend $287B revenue $25B. -$262B
Microsoft since '22: Spend $266B revenue $31B. -$235B
Meta since '22: $230B revenue $3B. -$227B
Oracle since '23: Spend $57B revenue $18B. -$39B
OpenAI since '20: Spend $55B revenue $28B. -$27B
Anthropic Since '21: Spend $33B revenue $6.5B. - 26.5B -
@GossiTheDog
#alt4you
List of companies and graphs how much money they spend for AI and how less they revenue:Amazon since '22: Spend $313B revenue $22B. -$291B
Alphabet Google since '22: Spend $287B revenue $25B. -$262B
Microsoft since '22: Spend $266B revenue $31B. -$235B
Meta since '22: $230B revenue $3B. -$227B
Oracle since '23: Spend $57B revenue $18B. -$39B
OpenAI since '20: Spend $55B revenue $28B. -$27B
Anthropic Since '21: Spend $33B revenue $6.5B. - 26.5B@GossiTheDog #alt4you
xAI: Since '23: spend $20B revenue 0.8$B. -$19.2B -
Now you can keep track of how many billions companies are losing on GenAI.
Red is spending, green is revenue.
@GossiTheDog if red is spending and green is revenue then put that info in the fucking website no?
