Feb. 5 at 7:46 AM
$NVDA $ORCL $AVGO $MSFT
Just say the quiet part out loud: OpenAI (and others) will be replacing hundreds of millions of white collar office workers, costing companies
$100K to
$200K per year, all inclusive of wages, benefits, office space, etc.
This is a gigantic market of many tens of trillions of dollars, multitudes more lucrative than these dumbass
$20/month consumer AI chat bot subscriptions.
The tech industry CAN NOT say the quiet part out loud. We have Beijing Bernie and all his commies ready to collapse the West into Venezuela poverty, over even ONE WORKER getting replaced.
So the tech industry will say it’s anything but “replacing” workers. However this is why, at the same time, all of this AI infrastructure buildout is more than justified.
AI is not the bubble. Overpaid white collar office workers are the bubble. ✅
