My hypothesis is not that the AI is going to eat up that 12T dollars. But there will be additional investment to provide AI tools to the workers to the tune of 10% to 20% of their salaries.
But why would 10% to 20% go to Anthropic rather than being mostly diffused across all providers with the majority actually going to cheap open model providers who provide 90% of the intelligence for the lowest cost?
[–] throwawayffffas 3 days ago
[–] kevinsundar 3 days ago