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AI Valuations Don’t Add Up — But the Revolution Is Real: Arm Co-Founder - Video học tiếng Anh
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AI Valuations Don’t Add Up — But the Revolution Is Real: Arm Co-Founder
AI Valuations Don’t Add Up — But the Revolution Is Real: Arm Co-Founder
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0:00
When you look at some of the AI companies are today's AI valuations justified?
0:04
During the internet bubble things got a little bit ahead of themselves and some of the phenomenal
0:09
valuations then collapsed, and my expectation is that the same thing will be true in AI,
0:15
that because of the productivity increases that we already have seen in some areas,
0:21
and I do expect these productivity increases to be rolled out across all
0:26
different sectors of the economy, this is a revolution that will create more value
0:32
than probably any other technology revolution that we've ever seen.
0:36
That the road there is going to be a bit of a roller coaster is also something that I expect
0:42
and some of the valuations have clearly got ahead of themselves and some of them are of course based
0:48
on these gigantic circular orders that are being placed between Nvidia, OpenAI, Anthropic and so
0:55
on, in the hundreds of billions. And if you do the math, that doesn't seem to work out.
