CEOs to Keep Spending on AI, Despite Spotty Returns
1–10 of 49 posts
Re: CEOs to Keep Spending on AI, Despite Spotty Returns
#2Breaking: Fork found in kitchen
Re: CEOs to Keep Spending on AI, Despite Spotty Returns
#3Re: CEOs to Keep Spending on AI, Despite Spotty Returns
#4Most CEOs do what most other CEOs do, we haven't reached the turning point yet.
Re: CEOs to Keep Spending on AI, Despite Spotty Returns
#5Most CEOs do what most other CEOs do, we haven't reached the turning point yet.
Most CEOs do what the board wants. And the board usually reflects shareholder primacy.
Re: CEOs to Keep Spending on AI, Despite Spotty Returns
#6Most CEOs do what most other CEOs do, we haven't reached the turning point yet.
Jim Chanos legendary short seller talks about AI bubble.
Re: CEOs to Keep Spending on AI, Despite Spotty Returns
#7Most CEOs do what most other CEOs do, we haven't reached the turning point yet.
Jim Chanos legendary short seller talks about AI bubble. https://www.youtube.com/watch?v=R1HrPsfUkbk
Ironically I think Chanos got murdered by the data center boom. Back before his fund folded he was talking constantly about how data center REITs were an awful business by the numbers and they were an artifact of ZIRP because they were making small amounts of revenue on large amounts of capital. Longer term they were slowly losing to market consolidation by the "hyperscalers" (AWS, Azure etc).
His thesis was sound in a rational world but our world isn't rational anymore and his data center REIT short got obliterated by the AI bubble.
Re: CEOs to Keep Spending on AI, Despite Spotty Returns
#8M$FT increased 365 student monthly charges from $7 to nearly $20 per month automatically to cover CoPilot for 2026. Evidently did not inform the college about this. Just sent yearly charges for nearly $200 to gob-smacked parents. We canceled the next day. WTF M$FT.
They say you will get refunded in you cancel within 30 days of the yearly charge. We did so, but I am wondering if M$FT simply and reliably does the refund. Or will I need to spend hours on the phone talking to a M$FT AI Customer Rep trying to get what is promised. Sincerely... I would appreciate others experience. I could do a charge-back in the next few days if the "promised, easy route" is not available. TIA, RF
Re: CEOs to Keep Spending on AI, Despite Spotty Returns
#9url update: https://www.wsj.com/tech/ai/ceos-to-keep-spending-on-ai-desp...
Archive link: https://archive.is/l6jpQ