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Some examples of what AI will do, and where revenue might come from:
- Making advertising videos. The tech companies will be able to compete with major digital studios and offer video advertising at a fraction of the cost.
- Automatically making podcasts. This technology already exists.
- Personal companion technology will become advanced. Open AI has also said recently that it will allow erotica/adult uses of its technology, and this is another massive market.
- Acceleration of company training products. There will be AI that you can point at your digital training store and it will automatically build a training programme.
- Use of AI in investment and trading markets. This is already happening, but I think the models will get so good that they will easily outperform humans.
 
radderfire said:
Some examples of what AI will do, and where revenue might come from:
- Making advertising videos. The tech companies will be able to compete with major digital studios and offer video advertising at a fraction of the cost.
- Automatically making podcasts. This technology already exists.
- Personal companion technology will become advanced. Open AI has also said recently that it will allow erotica/adult uses of its technology, and this is another massive market.
- Acceleration of company training products. There will be AI that you can point at your digital training store and it will automatically build a training programme.
- Use of AI in investment and trading markets. This is already happening, but I think the models will get so good that they will easily outperform humans.
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But... TRILLIONS of dollars?

There are enough people, nor many willing to pay the price that's needed. If jobs get replaced then no-one has any money to spend on their AI/stock broker companion :D
 
I still reckon we're in peak AI for a while. Once quantum computing is sorted it'll make another leap, but until then it'll just be a handy gimmick.
 
AI will replace consultants in some industries .
I watched a video recently of a farmer chatting with ChatGPT about his feed rationing for his dairy cattle.
ChatGPT came to the same conclusions as his actual Dairy consultant.
Was instant and likely was much cheaper than using a human.

Completely changed my take on what AI will be able to do.
 
Rob_B said:
But... TRILLIONS of dollars?

There are enough people, nor many willing to pay the price that's needed. If jobs get replaced then no-one has any money to spend on their AI/stock broker companion :D
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The global economy is about $110Trillion and grow over 3% per year. So the question is can AI increase that by a few percent, and the companies don't have to recoup the trillions in 1 year - they are looking to see total returns over 10-15 years. You don't need Ai to suddenly become transformative an eliinate large work forces. Using AI:
In the third quarter of 2025, Meta reported advertising revenue of approximately $51.24 billion, while Alphabet's ad revenue was $74.18 billion. Together, their combined advertising revenue for that quarter was about $125.42 billion.
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So if just 2 copanies generates 125Bn a year form just adversitisn, can we see Ai increasing asvertising revenue by 10-15%?, and delver advertising with 20% less costs? Can Netflix increase subscriptions by generating more content using AI? Can companies reduce costs of HR or tech-support, and put those savings into creating new revenue streams?

trillions seems huge, but if 1+ billions people in developed countries increases spending by $1000 a year then you get there, or just a few hundred accumulated over a few years. Again, using AI:
  • The mean annual income for the world's richest billion people is not a single figure, but data shows the average individual in the top 10% earns about $122,100 (€87,200) per year. This group makes up the richest billion people, as it is the top decile of the global population, who collectively earn 52% of all global incomes.
    • The average income for the richest 10% of the global population is approximately $122,100 (€87,200) per year.
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I'm not entirely convinced, but certainly GDP per capita for richest countries in Europe + N. America you are over 50-60K per year, so will AI make the world's richest 1 billion people bey an extra 0.2% of their gross income per year?
 
I know what you're getting at but that's a lot of random numbers and maybes that aren't backed by any data so far as I can see.
As it stands I don't think anyone apart from Nvidia is really making any money, there are both financial and power limitations we haven't hit yet that will cause problems.

I really just don't see how it makes as much money as it needs to, sure the market will keep it ticking along but I think there will be a pop at some point and it'll be messy.
 
It took Amazon 10 years to become profitable, and the reason tat Amazon stock tanked in the DOT COM bubble was their revenue was tiny. The big players in Ai are mostly very healthy, profitable companies. There will investibly be many failures, perhaps even openAI, But I don;t see the likes of MSFT, GOOEL, AMZ suffering long term even when the AI hype subdues
 
  • Last 24h: -2.4% (not cumulative)
  • Last 7 days: -3.6% (not cumulative)
  • Month-to-date: +9.5% (not cumulative)

Holdings are 9 single stocks.


But I don;t see the likes of MSFT,
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if it wasn't for PC users being a captured audience I honestly would worry about microsofts future, look at xbox.... the reps in tatters


I know they make a lot of money from datacentres etc.... but they kinda the intel of tech stocks.... and the netflix of gaming.


silversurfer said:
I took a little bit of RR recently to add, hopefully also today etc. I think why buy was the rise from £11 but thats speculative. RR could be pickaxe and shovels to the AI boom presuming AI is valid, doesnt falter, does require energy.
Nuclear is the most renewable cheapest energy there is (UK can recycle few countries can) and the SMR from RR along with all their other avenues in demand, they continue to be justified in future revenue.
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Hmm, who else is doing modular reactors? Just occurred to me—data centres will likely love them.
Especially when you realise that if you buy an SMR outright, the running costs are cheap, and the upfront cost essentially buys you 60 years of 24/7 electricity at today’s market rate.


Imagine how much traditional energy rates could rise in 10, 20, 30, 40, or 50 years. Even if energy costs didn’t increase directly, inflation still pushes prices up.
The upfront cost may be high, but the long-term savings are massive.


hell you could probably buy some as an investment if you wanted to "Hold energy" like people do gold.. basically a massive battery that recharges itself for 60 years of 24/7 use.
If energy prices and inflation rise, the value of a pre-paid, 60-year electricity source skyrockets. SMRs/AMRs aren’t just reactors they’re long-term energy hedges.

back up modular reactor > back up generators...
one gains value over time the other depreciates massively.

they become an investment.
 
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arknor said:
  • Last 24h: -2.4% (not cumulative)
  • Last 7 days: -3.6% (not cumulative)
  • Month-to-date: +9.5% (not cumulative)

Holdings are 9 single stocks.




if it wasn't for PC users being a captured audience I honestly would worry about microsofts future, look at xbox.... the reps in tatters


I know they make a lot of money from datacentres etc.... but they kinda the intel of tech stocks.... and the netflix of gaming.
Click to expand...

MS have their fingers in many pies, and they have made very good strategic decisions on time recently like going all in on cloud. They are healthy and profitable, so they can absorb a hundred billion right down and pick themselves up.


It is all the starts with crazy valuations and minimal revenue that will fail.
 
Palantir

Data-driven intelligence

Palantir has reported Q3 revenue of $1.18bn, up by 63% YoY, while adjusted Earnings Per Share (EPS) leapt by 110% to $0.21.

Upside

Headline numbers topped expectations, with US government revenues up 52% to $486m. The total value of contracts closed during the quarter was $2.76bn, up by 151% YoY. On the back of this, Palantir hiked FY revenue guidance to $4.4bn, up from $4.15bn.

Flipside

Despite topping expectations, Palantir shares slid by nearly 7% in premarket trading. The company’s share price has soared YTD, giving its shares a rich valuation of around 400x earnings. Expectations are through the roof as online hype builds.

Context

Palantir is a data software giant built on major contracts with government agencies and companies across the globe. Its Q2 earnings beat expectations, recording revenue of $1bn and EPS of $0.13.

Analysis

Palantir CEO Alex Karp noted it was difficult for outsiders “to appraise our business, either its significance in shaping geopolitics or its value in the vulgar, financial sense”. He argued PLTR’s steep price rise reflects “substantive growth”. But is it sustainable?


though it might be interesting
 
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LostCorpse said:
Despite topping expectations, Palantir shares slid by nearly 7% in premarket trading. The company’s share price has soared YTD, giving its shares a rich valuation of around 400x earnings. Expectations are through the roof as online hype builds.
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that just means people took profits. it doesn't mean people are selling because they don't believe in it anymore

some of the 7% slide will be people cashing out life changing amounts
 
mid_gen said:
Added a bit more UKW, happy to keep topping that up. Ex div in 10 days.
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I sold my holdings in it at a lost… given up on it ever recovering.

It was one of those that was outside of my ISA. Going to close down my non-isa accounts down.
 
I saw a report the other day on how the AI bubble is different from other bubbles. The vast majority of the spending are funded by the companies involved in it themselves from the cash reserves that they have mounted up.

Yeah they are cycling it around between themselves with openAI being the main beneficiary, but unlike the housing, internet and banking bubble, the money isn’t coming from outside sources that can withdraw the funds.

Wherever it will ever pay for itself is another question, but the companies involved are gambling on it.
 
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