“NVIDIA spot market notional is $1-3 trillion annually. Divertis market is 10-15×, so we look at $30 trillion potentially.”
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Said on Pitch The PM
Paul Kudrosky · The Ezra Klein Show · Is There an A.I. Bubble? A Debate.
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argues that AI investment will total around $10 trillion and that the market is a bubble due to oversupply of compute capacity
trillions of dollars now, possibly $10 trillion total
“NVIDIA spot market notional is $1-3 trillion annually. Divertis market is 10-15×, so we look at $30 trillion potentially.”
“$10,000 invested at the time of BWW's IPO in 2003 would now be worth $175,000, a rate of return no one can argue with.”
“The exchange is supported by up to $10 billion of capacity within the global risk transfer market on a single placement basis… it creates a platform that drives growth for capacity in the future and customized product solutions.”
“You'll always be going to spend more in a market on a new market than you do in an existing market… 15 to 20 percent for marketing in the new market… goal is to get your marketing somewhere around 10 percent or under.”
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