Why AI is a house of cards:



1. You pay $200 a year for an AI app (like Cursor).

2. Cursor pays OpenAI $500 for API tokens to power their app.

3. OpenAI pays Microsoft $750 for cloud compute to train their models.

4. Microsoft pays Nvidia $1000 for GPUs to run their cloud.

5. Nvidia pays TSMC $1250 to manufacture their chips.

This entire value chain is propped up by VC money and hype. The moment the music stops, the whole thing collapses.
WHY-5.04%
HOUSE-9.71%
POWER3.67%
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CryptoAdventurervip
· 08-15 22:25
Laughing to death, the ones who are Be Played for Suckers are always at the top.
View OriginalReply0
GasOptimizervip
· 08-15 22:22
Play people for suckers, laugh out loud.
View OriginalReply0
SadMoneyMeowvip
· 08-15 22:20
Be Played for Suckers is undeniable, don't speak nonsense with your eyes open.
View OriginalReply0
PaperHandSistervip
· 08-15 22:01
play people for suckers过就是经验!
View OriginalReply0
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