Big Tech Needs $2t in AI Revenue by 2030 or They Wasted Their Capex
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The article argues that Big Tech companies need to generate $2T in AI revenue by 2030 to justify their current capital expenditures, sparking discussion on the sustainability of their AI investments.
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Oct 31, 2025 at 1:01 PM EDT
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For another example of short-sighted addict behavior, look at the last 30 to 40 years of moving your own country's manufacturing base to a geopolitical rival. That's one heck of a long binge.
"Business" is not some oracle, with wise planning. It's a crack addict, planning 4 quarters ahead at most.