Apollo Global Management首席经济学家Torsten Slok对AI行业支出的可持续性表示担忧。他指出，AI领域显著的上游利润目前是由盈利能力较差的部门筹集的资本支付的，而不是来自终端用户需求。Slok质疑AI的投资回报能否足够快地实现，以便终端客户能够证明持续的资本支出的合理性。 AI
影响 如果终端用户需求不能迅速产生足够的回报，则对AI开发的长期财务可行性提出了质疑。
排序理由 该集群包含一位经济学家关于AI行业财务可持续性的观点帖子。
在 Mastodon — mastodon.social 阅读 →
AI 生成摘要 · Google Gemini · 来自 3 个来源。 我们如何撰写摘要 →
完整方法见我们的编辑标准。
4 Torsten Slok, chief economist, Apollo Global Management: And therein lies the risk: will the #ROI show up for AI's end customers fast enough to sustain the spending that is generating those upstream #margins ? #AI
3 Torsten Slok, chief economist, Apollo Global Management: The bottom line is that the most profitable part of the #AI value chain depends on the least profitable part continuing to grow revenue or raise #capital . Capital can bridge the gap for a while, but not indefinitely. 🧵
2 Torsten Slok, chief economist, Apollo Global Management: The upstream margins are real, but but they are paid for out of #capital raised by the layer losing money, not out of #cash generated by end demand. That makes the 41% contingent on the -59% continuing to be financeable. …