[etempleton]

Well, I think he is probably right about this one. The costs are just too high and the spend is entirely too high. If the build out and demand is as advertised component prices will keep going up and costs will too offsetting any revenue gains and if they aren’t then they will never be able to justify the investment already made. Either way their entire business model involves a constant carousel of new investors either through private capital or by IPO and they need to keep that charade going for another five or more years or the whole thing explodes.

AI is a neat tool, but I think it becomes a race to the bottom. Who can provide the minimum viable product at the lowest price. And that price has to be pretty darn low for it to make sense for companies and essentially free for it to make sense for consumers.