I'm Not Convinced the AI Bubble Exists

Re:I'm Not Convinced the AI Bubble Exists by xscott on Monday November 09, 2026 @12:06AM (#50421299)

You make it sounds reasonable then.

That $400B for video and phones though. That's like a $1k average for every adult and child in the country. It's twice what I spend, and I'm not on a family plan.

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Re:I'm Not Convinced the AI Bubble Exists by dwohnitmok on Monday November 09, 2026 @12:48PM (#50428869)

CTIA gives $235 billion for consumer mobile data revenue (CTIA only has a detailed summary for its 2025 report, which gives $224 billion for 2024, https://api.ctia.org/wp-content/uploads/2025/08/2025-CTIA-Su..., but second hand reports give $235 billion for 2025, e.g. https://www.lightreading.com/wireless/inflation-mostly-skipp...).

Video is a bit trickier to nail down since there isn't a single authoritative group putting out numbers, but most whitepapers converge around $150-200 billion (see e.g. https://www.prnewswire.com/news-releases/total-subscription-...).

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Re:I'm Not Convinced the AI Bubble Exists by xscott on Monday November 09, 2026 @02:35PM (#50430626)

I probably should've worded my reply better (eternal problem of mine). I wasn't doubting you so much as being amazed people spend so much.

Thank you for the detailed links though!

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