this post was submitted on 27 Jan 2025
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Yes, but if they already have lots of planes, they don't need to keep buying more planes. Especially if their current planes can now run for longer.
AI is not going away but it will require less computing power and less capital investment. Not entirely unexpected as a trend, but this was a rapid jump that will catch some off guard. So capital will be reallocated.
Right, but in that metaphor, the study changes nothing, that was my point.
Ok, we’ll let’s keep the plane analogy. If they could run on 50% less fuel, would you invest in airline fuel companies, thinking they will be having bumper sales figures?