Search Agents MCP CLI

Categories

AIStartupsVentureRobotics

Article Tags

CryptoSpaceEVsBiotechCloud ComputingHardwarePrivacySocial MediaTransportationFundraisingCommerceGovernmentMediaSemiconductorsWearablesDronesQuantum ComputingSaaSDevToolsDataAppsSecurityGadgetsFintechOpen Source

Story Topics

AIOpenAIAnthropicGoogleAppleNvidiaCryptoCybersecurityVenture CapitalRobotics
Entities
Swipe Feed Bookmarks Archive Leaderboard Stats RSS Sitemap
Contact Terms Privacy
@fi56622380 · Fin ·

Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work

The next ARR growth engine after coding, the AI infra bubble, the Economics of open vs. closed source model Why is the AI semi buildout longer than the internet buildout?

AI

Lead Source

@fi56622380 — Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work ↗

How this story grew

Coverage · 0 Discussion · 0
Aug 28Aug 30

Discussion

@benbajarin @stackedgoblin @junz3_dev @jukan05 @kermankohli @adityayadav99 @raysecondorder @macroedge1

Related stories

CNBC: Memo: Amazon says measuring AI adoption solely by token usage or code generation is "deeply flawed," as it discourages staff from tokenmaxxing
Apollo Global Management: Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens
Bloomberg: Meta is spending hundreds of millions per year to use trillions of AI tokens weekly via Azure, quietly becoming one of Microsoft's largest AI customers
Wall Street Journal: AT&T says open models currently account for ~25% of its AI usage, and it targets 70% to 80% over time; AT&T uses an average of 45B AI tokens per day
Reuters: Alibaba CEO Eddie Wu says the company plans to train a 5T- to 10T-parameter AI model, as it lays out a sweeping push across AI models, chips, and data centers

Discuss with AI

ChatGPT ↗ Claude ↗
← Back to TechSnif