Ja, echt schade:

* Microsoft

Spending: $80b in 2025

Projecting: $13b in 2025

Actually: $10b comes from Openai giving back compute credits Microsoft gave to Openai, bringing the true total to $3b.

* Meta

Spending: $72b in 2025

Receiving: At most $600m in gross revenue from selling „smart“ Raybans, which might not actually be loss-leaders, meaning it’s possible that they’re making less than $0.00.

* Amazon

Spending: $100b in 2025

Projecting: $5b in revenue in 2025

* Google

Spending: $75b in 2025

Projecting: They won’t say, possibly zero.

* Openai

projecting $12.7b in revenue this year, with losses of $14b.

* a bunch of also-rans like Perplexity and Surge

the revenue rises to $32.3b. But…if you chuck them in, you also get total expenditures of $370.8b

* „Stargate,“

a data-center initiative with a price tag of $500b. Actual funds committed? $40b.

Wie funktioniert sowas?

„These are terrible numbers, but also, these are some genuinely impressive accounting gimmicks. They are certain to keep the bubble pumping for months or perhaps years, convincing gullible bosses to fire talented employees and replace them with bumbling chatbots that will linger for years or decades, the asbestos in the walls of our high-tech civilization.“

[via]

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