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CNBC

We're only at the beginning of the AI buildout, says Constellation Research's Ray Wang

CNBC
Summary
Nutrition label

65% Informative

Ray Wong , Consolation Research Principal analyst, founder and chairman, says big tech companies like Google and Microsoft are spending a lot of money to build out their AI infrastructure.

The big companies are doing great already and they don't want to get behind other big companies. But all that money that they're spending it, it seems initially it's just expenses with no payoff. But then again, in AI it's different than the Internet, right? The Internet was open, it was decentralized, lots of winners and things were cheaper. In AI , it is closed. It is not. It's centralized, it's more expensive, and only a few players will win..

Amazon has the complete digital monetization models.

Amazon has commerce, you got ads, and of course they have subscriptions and membership.

It could be the MAG 20 or MAG 30 .

But the challenge is we need regulatory relief, says Jeff Bezos .

Bezos : "I think it's going to be around for a while".

VR Score

69

Informative language

68

Neutral language

62

Article tone

informal

Language

English

Language complexity

21

Offensive language

not offensive

Hate speech

not hateful

Attention-grabbing headline

not detected

Known propaganda techniques

not detected

Time-value

short-lived

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