Let's refute the stories of the people who say the AI bubble will end one by one.
1. I feel something similar to web3 and quantum technology.
→ It is generating real profits. It's not a good post to put out to the world with impression-level remarks anymore.
2. Generative AI systems are not profitable.
→ If you come into contact with information from the field, such as the enthusiasm of exhibitions, the speed at which sales of AI startups are starting up, etc., there is no opportunity to listen to it (for some reason the media doesn't pick it up at all), and my senses are distorted because I only watch positive talks on TV or the internet.
3. AI doesn't do creative activities
→ If AI does creative activities, then the AI bubble is not a dimensional one.
4. OpenAI is in big deficit
It's only been a year and a half since AI arrived, so of course. I've never heard of a startup that recoups investment in 1 year.
The people in the theory that the AI bubble will end are roughly categorized into the top 4 categories, and the meaning of what they say is unclear.
→ It is generating real profits. It's not a good post to put out to the world with impression-level remarks anymore.
2. Generative AI systems are not profitable.
→ If you come into contact with information from the field, such as the enthusiasm of exhibitions, the speed at which sales of AI startups are starting up, etc., there is no opportunity to listen to it (for some reason the media doesn't pick it up at all), and my senses are distorted because I only watch positive talks on TV or the internet.
3. AI doesn't do creative activities
→ If AI does creative activities, then the AI bubble is not a dimensional one.
4. OpenAI is in big deficit
It's only been a year and a half since AI arrived, so of course. I've never heard of a startup that recoups investment in 1 year.
The people in the theory that the AI bubble will end are roughly categorized into the top 4 categories, and the meaning of what they say is unclear.
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not pow noname : This comment was generated by AI
超長期投資家 : If you're not familiar with IT, you like conspiracy theories.
yudaikunz : I'm really supporting the introduction of generative AI because of my occupation.
I generally agree, but the benefits of AI in 1. are partial. Right now, I'm looking for ways to monetize it.
I think it's only a matter of time before impactful cases come out, but can investors wait to create cases? I have a question...
人類 : Compared to IT being a simple connection task, AI is an advanced technology that requires learning. Bubble
sorry
can't tell the difference! ![face_exhaling 😮💨](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f62e-200d-1f4a8.png)
HONDA N-ONE : We are still in the process of determining value, so there may be major adjustments once
However, since there is no room for objection to the market expanding, it is not strange if stock prices rise further
There is no clear definition of what an AI bubble is in the first place, so it's not a very constructive discussion