Question $69$

$2$ pts

David Cahn from Sequoia Capital $($Venture Capital$)$ authored a piece regarding the potential Al bubble developing with the massive amount of planned CAPEX spending on AI infrastructure. This was June, $2024.$

CBRE $($Real Estate$)$ reported more than $6,300$ megawatts of data center capacity is under construction in the top $8$ U$.$S$.$ markets at the end of $\text{'}24.$

In the Sequoia analysis, what is the concerning conclusion for Al investors?

Declining prices for GPU computing is destructive for long$-$term innovation and terrible for startups

The At Revenue Required for Payback has fallen from $$600B$ to $$125B$

A lot of people lose a lot of money during speculative technology waves. It's EASY to pick winners, but much more difficult to pick losers $($canals$,$ in the case of railroads$)$

There is a big gap between revenue expectations implied by Al infrastructure build$-$out versus actual revenue growth in the Al ecosystem

$2$ pts

Question $70$