#roi

6 posts · Last used 21d

now that ai boxes can serve up more tokens/s it is easier to see them serve bigger groups or maybe just run lots of agentic workloads and then serve up data and apps - ai glorified saas you could just serve up ai for free and then rank all the best ideas #tags #categories #toplists as ai gets much cheaper to run bigger models people will change their minds like ok this makes sense now #moire #roi #tco
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Never shy with an opinion - tell what you really think Mark? The crux at hand is >> is there a business model for foundational AI models that will support multiple players - OR - will it resolve down to one BIG Kahuna and everyone else gets crumbs? Return on all this AI infrastructure investment?? >> Cuban says >> “they’re full of sh*t, it’s not gonna happen.” https://www.barchart.com/story/news/2603502/mark-cuban-says-openai-is-sh-tting-away-its-money-on-ai-infrastructure-says-theyll-never-get-a-return-on-their-trillion-dollar-spending-spree #AI #LLMs #Compute #DataCenters #MarkCuban #AIInvestment #ROI #BusinessModel #AIFoundationModels #FoundationModels #SpendingSpree #Economics # AIInfrastructure
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Replying to
2: #AI: What happens if #companies start limiting their #tokenbudgets meaningfully because they are only seeing weak #ROI, and as a result, #compute demand either slows down or shifts to #Chinesemodels? 🧵
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My 9-year solar report card is in! in the spring of 2017, I installed my solar energy system. The price tag was $42,000 (I got slightly used panels and saved a lot). It was a significant upfront investment...and worth every penny. Now that we are in 2026, I ran the numbers. I passed the break even point in 2022, and am roughly $21,000 in profit! The total value generated so far is over $63k. The next five years look even better. With utility rates rising astronomically, the system will generate another $36k or so. By 2030, the total profit should exceed $100k !! If you are still on the fence about whether the math works on a solar investment….well, it did, does and will accelerate as energy prices keep inflating. It's much safer than many other investments in the current economy - at least until this regime is gone. #SolarEnergy #Investment #ROI #FinancialFreedom #Sustainability #CleanEnergy #Maryland #Solar
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