🔮 AI's expensive gap; superintelligent bureaucracy; Copernican trauma; supershoes & BYD's sexy mishap ++ #481

An insider’s guide to AI and exponential technologies

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The $500 billion question. The AI gold rush has created a $500 billion annual revenue gap between infrastructure investment and earnings, according to Sequoia Capital. The shortage of GPUs has turned into a glut, and there is a substantial shortfall in future earnings to return that capex. Paradoxically, AI companies are underperforming…