Can we see some actual numbers, projections, models instead of vibes?
Interest alone, at assumed 5%, amounts to about $150 billions per year. That's probably higher than the combined AI revenue of the top 3 providers.
Now let's build the model out more. What is the projected revenue, backlog, improvements in existing big tech businesses such as AI helping Meta's ad business?
Can you now analyze backlog? For example, Microsoft and Amazon have backlogs of $1.45 trillion. Not including Google, Oracle, Meta.