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
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]