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The AI Margin Chain Is Upside Down
Apollo's 41% versus -59% chart is a useful stress test for the AI buildout. The upstream margins are real, but they depend on a downstream layer that still needs cheap capital.
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fortune.com
Top economist warns that the AI math doesn’t make sense: 'Profits are currently being funded by investors rather than earned from…
The AI boom has turned the standard profit margin model on its head, according to Apollo Chief Economist Torsten Slok—and it’s making the industry’s growth unsustainable.
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dev.to
The AI Margin Chain Is Upside Down
Apollo's 41% versus -59% chart is a useful stress test for the AI buildout. The upstream margins are real, but they depend on a downstream layer that still needs cheap capital.
