Why is it “certainly” the case that one will be enormously valuable?
Neither appears to be on track to long-term profitability specifically once you take into account depreciation on CAPEX.
On top of this the “productivity gains” from AI across the board seem to be a very mixed bag. The pitch from these companies has been huge gains in productivity and automation and although there is anecdotal evidence some people are able to do that, the broader studies seem to show marginal gains in most cases.
Neither appears to be on track to long-term profitability specifically once you take into account depreciation on CAPEX.
On top of this the “productivity gains” from AI across the board seem to be a very mixed bag. The pitch from these companies has been huge gains in productivity and automation and although there is anecdotal evidence some people are able to do that, the broader studies seem to show marginal gains in most cases.