Below I look at how much annual run-rate AI datacenter capex is.
This analysis hits the core problem I see with our 110+ startups. $274bn annual capex requires 255mn subscribers at $20 monthly to break even. The math doesn't work without dramatically higher productivity gains than current models deliver.
This analysis hits the core problem I see with our 110+ startups. $274bn annual capex requires 255mn subscribers at $20 monthly to break even. The math doesn't work without dramatically higher productivity gains than current models deliver.