Palihapitiya concludes actual AI ROI from publicly available data is between zero and two percent of EPS growth.
“And so the answer, far as all publicly available data, was that the actual ROI was somewhere between zero and two percent.”
Palihapitiya reveals AI's actual contribution to S&P 493 EPS growth is only 9%, not 50% as initially calculated.
“I asked a different question, which is then what was the EPS growth of the S and P four ninety three? And the answer was 9%.”
Palihapitiya notes Anthropic's Fable model only 11% of revenue, sees long J-curve to positive ROI
“Interesting development. The latest models are also the most expensive. One can see a long J curve building, then, to get to positive ROI for these models if folks don’t want to pay for the latest/greatest. On top of that, if most enterprises are realizing that previous https://t.co/ANKAC2zGm1”