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Why It Matters
Fin / @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 — The next ARR growth engine after coding, the AI infra bubble, the Economics of open vs.
Provenance
Discovered via TechMeme and published by techmeme.com.
Key Claims
Original description
Fin / @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 — 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?
Discovered via TechMeme
Headline clustering and publisher rollups from Techmeme.
Publisher: techmeme.com
ID: https://www.techmeme.com/260828/p17#a260828p17 · Indexed 2 days ago