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The Economics of AI: Gold Rush or Fool's Gold?
- 2025/05/06
- 再生時間： 10 分
- ポッドキャスト
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サマリー
あらすじ・解説
What's the real price tag behind that AI chatbot? In this episode, I dig into the eye-popping economics of artificial intelligence. We're talking $50K graphics cards, data centers that cost billions, and an industry burning cash faster than it makes it. I've got Nvidia's Jensen Huang revealing AI systems need 100x more computing power than we thought, Warren Buffett warning about fiscal dangers, and experts from the trenches telling us who's actually making money (spoiler: not many). Is this tech revolution sustainable or just another bubble? Listen in as we follow the money and discover why the AI winners might not be the biggest spenders, but the smartest ones. Works Cited: Interview Quotes: Roger Bringmann - Interview with Charlie, April 25, 2025. Quote about supercomputers and trillion parameter models.Jensen Huang - Interview with CNBC, "Nvidia CEO Huang: DeepSeek's R1 reasoning AI consumes 100x more compute than non-reasoning AI," March 19, 2025. YouTube: https://www.youtube.com/watch?v=c1hSllYGSR4Amanda Kushner - Interview with Charlie, April 25, 2025. Quote about AI implementation and cost savings.Daron Acemoglu - Interview with CNBC, "America is unprepared for 'economic storm' caused by AI," MIT Economist Nobel Laureate, February 14, 2025. YouTube: https://www.youtube.com/watch?v=t1gLIc9ebiETom Mitchell - Interview with Charlie, April 25, 2025. Quotes about Google's data advantage and technology trade-offs.Warren Buffett - Interview on fiscal policy concerns, "Warren Buffett on why U.S. fiscal policy 'scares' him," April 30, 2025. YouTube: https://www.youtube.com/watch?v=w1YaS_lSAmw Studies and Reports: McKinsey Global Institute, "The cost of compute: A $7 trillion race to scale data centers," April 2025. Data on projected data center requirements of $6.7 trillion worldwide by 2030.IBM Institute for Business Value, "The CEO's guide to generative AI: Cost of compute," 2024. Finding that computing costs are expected to climb 89% between 2023 and 2025.European Parliamentary Research Service, "Economic impacts of artificial intelligence (AI)," July 2019. Report warning that 54% of jobs in the EU face computerization risk.Our World in Data, "Artificial Intelligence," 2023. Data on AI development trends and economic impacts. Audio Clips Used: Jensen Huang CNBC interview clip (0:22-0:31): "This reasoning AI consumes 100 times more compute than a non-reasoning AI." Source: https://www.youtube.com/watch?v=c1hSllYGSR4Warren Buffett clip (2:19-2:33): "The tendency of a government to want to debase its currency over time... there's no system that beats that. Fiscal policy is what scares me in the United States." Source: https://www.youtube.com/watch?v=w1YaS_lSAmwDaron Acemoglu clip (1:05-1:23): "I don't think we've had such amazing good times. If you look at the measure of productivity growth that economists focus on, it's been pretty slow for the last 20 years." Source: https://www.youtube.com/watch?v=t1gLIc9ebiE Additional References: PricewaterhouseCoopers, "The macroeconomic impact of artificial intelligence," February 2018. Data on AI's projected contribution to global GDP.Andreessen Horowitz, "Navigating the High Cost of AI Compute," May 10, 2024. Analysis of AI infrastructure costs and optimization strategies.Epoch AI, "Trends in GPU Price-Performance," June 27, 2022. Historical data on GPU computational efficiency improvements.