AI, Chips & the Great Disillusionment - ASML, Amazon, and UBER with the Comeback of Robotaxis!
Reading Time: 4 minutes
The past decade has shown how painfully technology hypes can end – Meta Platforms has burned through dozens of billions of USD in the metaverse with Reality Labs since 2020, while user numbers have lagged behind grand promises. Similar high expectations surround Artificial Intelligence: PwC estimates the potential contribution to the global economy by 2030 to be as much as 15.7 trillion USD, yet Goldman Sachs chief economist Jan Hatzius states that the current impact on US growth for 2025 is "essentially zero.” Many companies are not yet...
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