AI@fi566223802h ago
Unlike internet's one-dimensional, flat-fee growth, AI grows across two
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
TL;DRAI revenue grows faster than internet did via dual exponentials: more users plus more usage per user.
Why it matters: Understanding AI's dual growth drivers explains why AI labs can sustain higher valuations and burn rates than past tech booms.
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?
Read full articleSource: @fi56622380 · Opens in new tab