Goldman Sachs: Companies Are Losing More Money on AI Than They Were Two Years Ago
A circulating Goldman Sachs analysis highlights that AI costs are climbing while revenues remain uncertain — just as several AI-adjacent companies prepare for IPOs.
The AI boom's economic fundamentals are looking increasingly strained, according to a Goldman Sachs analysis making the rounds this week. As @DowdEdward summarized: "Costs up, revenues uncertain & IPOs around the corner. Getting spicy in AI land." The core finding — that companies are losing more money on AI now than they were two years ago — cuts against the narrative that the industry is on a smooth glide path to profitability.
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