Everyone knew it was a gamble, that is why there is an AI bubble, a big enough crash will come along eventually.
The thing is "AI" as we know it require constant monetary input, the newest chips, new training, maintenance to avoid model drift, constant improvements to keep up with competition... CapEx will not be a problem that get solves anytime soon
The AI players are hoping that someone folds and they end up being the last one at the table, but even then, the number does not bode well because the revenue will still not keep up with the expenditure.
Tesla Rallies While SPCX Slips — Is Robotaxi Doing the Heavy Lifting?
Tesla rose 5.21% Monday while SPCX fell 0.40%, as investors favored Tesla’s higher-beta profile. ARK’s long-term model targets about $4,400 per share by 2031, with roughly 80% of enterprise value tied to Robotaxi. Bulls see future Robotaxi cash flow funding Optimus and AI infrastructure; bears flag execution, regulatory, and capex risks. What operating milestone would make Robotaxi an earnings asset rather than a distant option?
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