“We're on the order of, you know, trillions of dollars now. And it's probably going to hit 10 trillion before it's done”

Paul Kudrosky · The Ezra Klein Show · Is There an A.I. Bubble? A Debate.

Play from 4:37
4:37

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What was described

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

Said nearby on the same subject

“NVIDIA spot market notional is $1-3 trillion annually. Divertis market is 10-15×, so we look at $30 trillion potentially.”
♫
Said on Pitch The PM
Hard number $30 trillion Share this moment
“$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.”
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Said on Business Wars
Hard number $10,000 invested in 2003 IPO would be worth $175,000 Share this moment
“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.”
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Said on Insurance Journal Podcast
Business model $10 billion Share this moment
“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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Said on Think Like an Owner
Pricing 15-20% new-market spend, <10% overall Share this moment

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