this post was submitted on 02 Dec 2025
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Fuck AI

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AI, in this case, refers to LLMs, GPT technology, and anything listed as "AI" meant to increase market valuations.

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  • IBM's CEO walked through some napkin math on data centers— and said that there's "no way" to turn a profit at current costs.
  • "$8 trillion of CapEx means you need roughly $800 billion of profit just to pay for the interest," Arvind Krishna told "Decoder."
  • Krishna was skeptical of that current tech would reach AGI, putting the likelihood between 0-1%.
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[–] AA5B@lemmy.world 1 points 1 month ago

Sure but it’s reasonable to say it’s too early.

My company is one example of a paying customer. Someone is earning a significant amount of recurring revenue from us as a customer. This is something new this year

Those providing companies had better be looking at the usual

  • new customer rates
  • income growth
  • investment
  • forecasts of profitability

While we have no information as to whether they are properly looking at it from a business perspective, it’s reasonable.

Presumably the forecasts are insane, as the only way to make sense of that. But time is the solution. Business people are looking at the numbers going up over time: that reality will fix insane forecasts. The bubble will burst when the business people get hit in the face with that reality.