<div dir="auto">I sent the link to AI and it responded:<br></div><div dir="auto"><br></div><div dir="auto"><div style="font-size:inherit"><div style="font-size:inherit">
<p dir="auto">I\u2019d be cautious with <a href="http://isaiprofitable.com">isaiprofitable.com</a>.</p>
<p>From what I can tell, it\u2019s more of a provocative \u201cAI economics tracker\u201d than a rigorous financial analysis platform. The core message \u2014 that most AI companies are spending huge amounts while only a few infrastructure players like NVIDIA are making large profits \u2014 is directionally reasonable. Even mainstream coverage has echoed that framing. </p>
<p>That said, there are a few things I\u2019d watch for:</p>
<ul><li>The site doesn\u2019t appear to provide transparent methodology, audited data sources, or detailed assumptions.</li><li>The numbers are likely estimates stitched together from public reports, capex disclosures, and speculation.</li><li>\u201cAI profitability\u201d is extremely hard to measure because:<ul><li>AI revenue is often bundled into cloud/business units</li><li>companies capitalize infrastructure differently</li><li>R&D accounting varies</li><li>many firms are intentionally in growth mode, not profit mode</li></ul></li></ul>
<p>So the site may be useful as:</p>
<ul><li>a conversation starter</li><li>a macro sentiment indicator</li><li>a simplified visualization of AI spending vs returns</li></ul>
<p>But I would not use it for:</p>
<ul><li>investment decisions</li><li>precise financial conclusions</li><li>technical market analysis</li></ul>
<p>One thing the site <i>does</i> get right conceptually: there\u2019s a real distinction between:</p>
<ol start="1"><li>Infrastructure winners<br>
Example: GPU vendors, cloud providers</li><li>Application-layer AI companies<br>
Many are still subsidizing users heavily</li></ol>
<p>A good real-world analogy:</p>
<ul><li>During the gold rush, shovel sellers often made steadier money than prospectors.</li><li>In AI, NVIDIA selling GPUs has often been more profitable than AI apps trying to monetize end users.</li></ul>
<p>I also couldn\u2019t find much independent reputation history or strong third-party validation around the site itself. The only broader mentions I found were articles discussing its claims, not validating its accuracy. </p>
</div></div>\U0001f601</div><div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Tue, May 26, 2026 at 20:52 CrankyOldBugger <<a href="mailto:crankyoldbugger@gmail.com">crankyoldbugger@gmail.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div>Guy at work sent me this link:</div><div><br></div><div><a href="https://isaiprofitable.com/" target="_blank">https://isaiprofitable.com/</a></div><div><br></div><div><br></div></div>
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