Comment by writebetterc
Comment by writebetterc 4 hours ago
You're saying $8 billion to cover interest, another commenter said 80, but the actual article says ""$8 trillion of CapEx means you need roughly $800 billion of profit just to pay for the interest". Eight HUNDRED billion. Where does the eight come from, from 90% of these companies failing to make a return? If a few AI companies survive and thrive (which tbh, sure, why not?) then we're still gonna fall face down into concrete.
right. My goof. That adds two more zeroes across all the math. More crazy, but I think in the realm of "maybe, if we squint hard."