Hosted By
The year is 2025, approaching 2026. Concerns loom over the profitability of ChatGPT, and artificial intelligence systems.
Are the massive investments going to pay off? Can we compare the current AI market to the 1999-2000 dot-com and 2008 real estate bubbles?
Samir Kumar, an investor, co-founder and general partner at Touring Capital, shares his insight.
Chapters
IntroTrillions in spending into AI infrastructureSamir says ROI pattern differs from 90's dotcom fiber buildoutAI demand versus profitability and revenueIPOs, unicorns, decacorns, and 'triceratops'Part 2 to be continued.. on Super AI
More about Samir Kumar https://touringcapital.com/samir-kumar/
=====Steve Ispas and David Lam on Silicon Valley Front Row (SVFR)#aibubble #chatgpt #dotcombubble"
Is there a circular network of AI companies investing with one another? What would happen if one company, whether Nvidia, OpenAI, Oracle or another...
What will humans do when AI does everything? As the ""AI explosion"" transforms the Silicon Valley landscape, Steve and David take a deeper dive...
In this episode of Silicon Valley Front Row, we leave the tech world behind to journey down Highway 375, the legendary Extraterrestrial Highway in...
