I'm Not Convinced the AI Bubble Exists

Re:I'm Not Convinced the AI Bubble Exists by doosdoos on Monday November 09, 2026 @03:42AM (#50422823)

Napkin math: if the 5 trillion investment is paid back by 1 billion customers, every customer pays $5000. If they want to write off the investment in 5 years, that's $1000 per year. Even with the current AI capabilities, with the right products that seems doable.

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Re:I'm Not Convinced the AI Bubble Exists by Fnoord on Monday November 09, 2026 @04:32AM (#50423237)

[delayed]

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Re:I'm Not Convinced the AI Bubble Exists by TrackerFF on Monday November 09, 2026 @07:03AM (#50424447)

IIRC, the estimates are something like:

Estimated user share: Free 60%, Plan 35%, Consumption/API 5% Estimated revenue share: Free 0%, Plan 21%, Consumption/API 79%

So, in other words, almost all revenue comes from a small group of (B2B) customers.

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