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AI spending

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 13, 2024 by Parmy Olson · across every show →

Everything said about AI spending, oldest first

Sep 13, 2024 positive
Prediction Not checkable as stated
Olson: Big tech can sustain heavy AI spending for years
“They can totally afford this, and they can afford to keep spending like this for the next few years at least.”
Parmy Olson Sep 13, 2024 ▶ 42:55 Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
Jun 17, 2026 neutral
Assertion Supported
Top AI Spenders Dedicate Only 2% Of Non-Payroll Budgets To AI
“For the top quartile of firms that are spending on AI, top 25%, it's only about two percent of business spend excluding payroll. You'd be at one percent if you were to include payroll.”
Ara Kharazian Jun 17, 2026 ▶ 18:12 AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara Kharazian
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