The author suggests that the current digital ad market, valued at $740B, could expand up to $3T by 2030 due to the potential of AI-personalized advertising. Despite the current $600B investment in GPUs, the author believes this will seem small in retrospect, given the massive revenue potential. The article concludes by emphasizing the need for faster investment and development in AI infrastructure to capitalize on this opportunity.
Key takeaways:
- The article argues that we are not in an AI infrastructure bubble, but rather we are under-invested for the future of AI-generated, personalized audio and video advertising.
- AI chatbots provide unprecedented intent data from conversations, which when combined with AI-generated audio/video and programmatic infrastructure at scale, could revolutionize the advertising industry.
- The potential market for AI-personalized advertising could reach up to $3T by 2030, with significant cost reductions and performance improvements compared to traditional advertising methods.
- The author suggests that the current skepticism and concerns about over-investment in AI infrastructure will be seen as misguided in hindsight, as the infrastructure for this massive market is being built right now.