X @Herbert Ong

Market Trends & Industry Dynamics - Wall Street is growing increasingly nervous regarding the massive capital expenditure required for artificial intelligence infrastructure [1] - Investors are shifting focus away from grand industry promises toward sustainable business metrics [1] Investment Opportunities & Financial Risks - Goldman Sachs estimates that approximately 7 trillion dollars may need to be raised over the next three years for artificial intelligence development [1] - Companies such as Tesla and SpaceX are heavily investing in artificial intelligence, raising concerns among investors regarding cash flow, contracts, and returns [1]