This includes Nvidia, this includes all the big ones and all the small ones. Basically $29.2 trillion of value. And look at it, it's gone up. Any AI stock from 23 to today is up basically 300%. AI is going to have to generate revenues or cost savings of $2 trillion to justify all this capital investment. And yet AI right now is only generating about 20 billion. By the way, it's very easy to get a product launch if you can use it for free. (1:13:46–1:13:59)
CLAIM
Asserts that AI must generate $2 trillion in revenues or cost savings to justify capital investment.
This is an excerpt from a raw transcript. The assertions have not been audited or verified. Tap the video to view the source footage and understand the context.
