There could be a $4.2 trillion gap between what AI firms spend and what they need to earn, according to a new analysis by @BainCapital. It dovetails with Tors...

Yahoo Finance

There could be a $4.2 trillion gap between what AI firms spend and what they need to earn, according to a new analysis by @BainCapital.

It dovetails with Torsten Slok's latest, which looks at the gap between tech operating cash flows and that of their potential customers.