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Despite massive investments in AI infrastructure by high-tech giants, revenue growth from AI has yet to materialize, indicating a significant gap in the ecosystem's end-user value. In fact, David Cahn, a partner at Sequoia Capital, believes that AI companies will have to earn about $600 billion per year to pay for their AI infrastructure, such as datacenters. Nvidia earned $47.5 billion in datacenter hardware revenue last year (with most hardware being compute GPUs for AI and HPC applications). Companies like AWS, Google, Meta, Microsoft, and many others invested heavily in their AI infrastructure in 2023 for applications like OpenAI's ChatGPT. However, will they earn that investment back? David Cahn believes this could mean that we are witnessing the growth of a financial bubble.

What annoyed me about that first episode was they just had the same song on loop for the entirety of the episode. I kept thinking “surely they’re going to switch it up anytime now” and then I would hear the song start up again and roll my eyes. Whole episode felt like a complete waste of time. 2nd episode was better but still meh. I’ll probably watch the rest at some point but idk it didn’t draw me in like the other seasons