<Short thoughts on the Ai sector>

<Short thoughts on the Ai sector>

So far, if the development of servers or ai has been focused on learning, then we're going to reasoning and physical, and I think this is an issue that we need to keep looking at whether it will lead to cash generation. Automation can make companies fat, but fewer workers means less purchasing power. ... I wonder how the economy will work when all of this is circulated.

Whether it is more beneficial to the economy in terms of sales and distribution for 1,000 people under the middle class than one rich person uses AI (which is why OPEN Ai distributed free of charge to India, a large population) If you study the AI industry, it's about time. Now, it seems like the key is whether consumers actually spend money on the industry on the end side, so whether it's cyclical development or not.

Michaelbury's three-year depreciation... I think he gave an opinion based on a practical estimate rather than an accounting estimate. In fact, the replacement cycle of equipment is short during the surge. So there is a fixed place (ai learning sector) that can be used for more than five years, and for places that require high performance, such as reasoning and physical, there is a lot of demand for capex, so we should look at it in connection with operating profit. I think you should select and judge.

I think it is more important to develop insights into the AI industry as a whole rather than the debate over whether it is a bubble or not.