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Kamala's Tech Agenda, Drunken AI Spending, Meta’s Open Source Necessity

Big Technology Podcast

NOTE

Challenges for AI Model Builders

The AI industry is facing significant challenges with weak revenue generation for foundational model builders outside of big tech, leading to an uncertain future. Analysts predict that material AI revenue may not be seen until 2025 or 2026, with the situation becoming potentially dire. The high compute costs are causing financial strain, with projections suggesting that only big tech companies will survive in the AI landscape by 2030.

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