apollo.com on Hacker News

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Screenshot of apollo.com: No signs of AI payoff outside the tech sector

No signs of AI payoff outside the tech sector (apollo.com)

501 points by the-mitr 1 day ago | 557 comments

Apollo chief economist Torsten Slok's Daily Spark note with charts arguing AI has shown no revenue, margin, or productivity payoff outside the Mag 7 tech firms.

ai-economics productivity sp-500 magnificent-7

Screenshot of apollo.com: The Growing Compute Shortage

The Growing Compute Shortage (apollo.com)

51 points by dmitriy_ko 3 months ago | 58 comments

Screenshot of apollo.com: AI: The ROI Runway Could Be Long Outside the Tech Sector

AI: The ROI Runway Could Be Long Outside the Tech Sector (apollo.com)

60 points by u1hcw9nx 3 months ago | 52 comments

Screenshot of apollo.com: Mag 7 starting to underperform [pdf]

Mag 7 starting to underperform [pdf](apollo.com)

171 points by mooreds 3 months ago | 138 comments

Screenshot of apollo.com: Where is the AI jobs crisis?

Where is the AI jobs crisis?(apollo.com)

121 points by bwestergard 4 months ago | 178 comments

Screenshot of apollo.com: Tech valuations are back to pre-AI boom levels

Tech valuations are back to pre-AI boom levels (apollo.com)

122 points by akyuu 6 months ago | 28 comments

apollo.com on Hacker News

No signs of AI payoff outside the tech sector(apollo.com)

The Growing Compute Shortage(apollo.com)

AI: The ROI Runway Could Be Long Outside the Tech Sector(apollo.com)