GenAI and the Trough of Disillusionment
Published on
by 
James Ravenscroft
There have been a bunch of recent stories about the GenAI hype not panning out so well.
Likes The Game Theory of AI CapEx by .
A story from Sequoia Capital, who have a lot of money riding on AI investments, talks about the power dynamics at play between large cloud providers. They're all buying a bunch of GPUs because they're worried their competitors will beat them to it - a very rational and normal reason.
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