Fin / @fi56622380:

Exponential growth across 2 dimensions, users and tokens per user, makes this AI era different from earlier buildouts, and allows AI labs' compute math 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?

Fin / @fi56622380:

Exponential growth across 2 dimensions, users and tokens per user, makes this AI era different from earlier buildouts, and allows AI labs' compute math 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?

Source: TechMeme
Source Link: https://www.techmeme.com/260828/p17#a260828p17