Part 11/12:
Kevin concludes with a sobering reminder: OpenAI's leadership is not shy about seeking government guarantees, with major hardware supply constraints and escalating costs threatening profitability. The key takeaway is that AI companies are navigating an ecosystem that might require public-private partnerships to sustain their race to the top.
He presses for awareness about these developments, encouraging investors and industry players to stay informed through resources like his Alpha report. As AI continues to reshape the technological and financial landscape, understanding these dynamics—hardware depreciation, government involvement, innovative revenue models—is crucial for anyone interested in the future of AI and tech investments.