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There is no AI economy. It loses hundreds of billions of dollars and all gains are in speculative valuation.
The only one making a profit is Nvidia, and it doesn’t make anything. It resells Taiwanese chips to companies that use them to lose money.
7.8. klo 22.08
New newsletter: The US economy is splitting in two. There’s a rip-roaring AI economy. And there’s a lackluster consumer economy.
- Macro: Last quarter, spending on AI outpaced the growth in consumer spending
- Stocks: In the last two years, ~60% of equity returns have come from “AI-related” companies, esp the hyperscalers like Microsoft and Meta (per JPM)
- Micro: According to Stripe, firms on the platform that self-describe as “AI companies” are dominating revenue growt, far surpassing the growth rate of any other group
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