Ujjwal Chadha
8.9K posts

Ujjwal Chadha
@ujjwalscript
Engineering Lead. Ex Microsoft. 10+ years of building smart software that scales. I will help you build a great career in tech 🚀. DMs open 🙂







BREAKING: Ray Dalio just said the AI market is a bubble and it will burst. "All great technology changes produce bubbles," Dalio told Bloomberg. "The pricking is the converting of wealth into money" right now, every major tech company is pouring hundreds of billions into AI infrastructure and booking it as investment. The moment investors demand actual returns, companies will have to show that the money spent is generating real profits from real customers. If the revenue is not there, valuations collapse and right now, the revenue is not there. AI companies are spending $800 billion in capital expenditure this year alone. OpenAI spends $60 billion annually on cloud infrastructure against $25 billion in actual revenue. Less than 1% of executives globally report meaningful ROI from their AI investments. 95% of enterprise AI pilots have failed to deliver measurable returns according to MIT. The entire $2 trillion cloud backlog held by Microsoft, Oracle, Google, and Amazon is anchored by two unprofitable companies: OpenAI and Anthropic. By 2030, the industry needs $2 trillion in annual revenue to justify what is being built today. Bain estimates it will fall $800 billion short. Dalio is not saying the technology is fake. He is saying the economics do not work yet and every bubble in history has ended the same way when that moment of reckoning arrived.






