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A comment on Why the A.I. Boom Is Unlike the Dot-Com Boom. Parent comment

Re:Why the A.I. Boom Is Unlike the Dot-Com Boom by thijson on Tuesday December 09, 2025 @03:35PM (#46210275)
I was watching a video where the speaker said the current A.I. capex requires $2 trillion of revenue to break even. However the whole advertising TAM is $1 trillion. Maybe there's another way to monetize it.

https://www.youtube.com/watch?v=u4XoK7PbeCY

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Re:Why the A.I. Boom Is Unlike the Dot-Com Boom by thfuran on Tuesday December 09, 2025 @04:32PM (#46210965)
Of course there's another way to monetize it: convince large companies that they can replace significant fractions of their workforce with it and charge them tons of money for the chance.
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