But will “business as usual, but with AI” justify the current capital expenditures? I think the market is pricing things as being closer to “AI cornucopia”.

What happens if/when we don’t deliver?

> What happens if/when we don’t deliver?

I wish we had real journalism, the AI labs CEO should be asked that question in every single interview

Market bubble will pop, not the first time and not the last, most likely after OpenAI and Anthropic IPOs.