Is the AI Boom a Trillion-Dollar Accounting Illusion?

Описание: The AI revolution is here, but is it built on a house of cards? While tech giants report record-breaking earnings, a growing chorus of financial experts—including "The Big Short" legend Michael Burry—are pointing toward a potential "depreciation game" that could be artificially inflating profits by billions.

In this deep dive, we peel back the curtain on how companies like Microsoft, Google, and Meta handle their massive hardware investments. We explore the "AI Profit Paradox": the strange reality where making AI smarter actually makes the business model more expensive, not less.

In this video, you’ll learn:

The Depreciation Trick: How tech giants are extending the "useful life" of their servers on paper, even as the hardware becomes obsolete faster than ever.

The $680 Billion Bill: Why Morgan Stanley predicts a massive surge in delayed costs that could squeeze tech margins by 2029.

The OpenAI Conundrum: A look at the staggering gap between OpenAI’s revenue and the actual "cost of inference" required to run ChatGPT.

The Death of "Ads as a Last Resort": Why Sam Altman’s shift toward advertising signals a fundamental struggle with AI profitability.

Who Really Wins? The trillion-dollar question: Is the value staying with the AI creators, or is it all flowing to the "shovel sellers" like Nvidia?.

The future of AI is bright, but the math behind it is getting complicated.

Timestamps: - AI's Trillion-Dollar Question - Michael Burry’s Warning - Depreciation 101: How it works - Big Tech’s $680B Puzzle - The "Paper" Life of a Server - The OpenAI Revenue Gap - The Microsoft-OpenAI Cash Shuffle - The Paradox of Profit - The Verdict: Who captures the value?

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