> We are basically saying we have Trillions to spend over the next 5 years. Give me everything you have got.
We are saying AI companies have trillions to spend over the next 5 years on infrastructure, based on servicing a hypothetical TAM that includes large amounts of workers who it also expects to displace.
We are saying AI companies have trillions to spend over the next 5 years on infrastructure, based on servicing a hypothetical TAM that includes large amounts of workers who it also expects to displace.
One of these two things can be true.