The CEO's of Broadcom and Intel Say the Quiet Part Out Loud about AI and ROI

metadat 26 points 7 comments October 12, 2026
wolfstreet.com · View on Hacker News

Discussion Highlights (2 comments)

autoexec

> how businesses will profit from AI remains uncertain...And he said that AI model developers, such as OpenAI, need to find customers that can generate returns from putting AI to work, rather than relying on users who are now “wasting money” on tokens as they experiment with AI I think this is part of the reason why AI CEOs have pushed for a "slow down". It's hard to keep the hype train moving at speed when people aren't seeing real measurable benefits from the product. After years of extremely impressive sounding promises about what AI will do for businesses, the AI these companies actually have to offer can't live up to it. The longer that goes on, the more people are going to start feeling cheated. An "AI slow down" would give companies an excuse to point to, so they can say "You would have been able to fire all your employees and replace them with our AI by now, but AI was just so good and powerful that the government had to slow us down, so you'll just have to wait, but keep investing because it's totally going to happen once the slow down ends"

nitroedge

I think Karpathy's assessment of 5,000 people in the world with insider AI knowledge goes directly to what is coming and what the majority are not aware of. https://www.businessinsider.com/andrej-karpathy-ai-gap-widen...

Semantic search powered by Rivestack pgvector
9,270 stories · 87,368 chunks indexed