Thread

1. bunderbunder · 1790711630 · focus · HN ↗

   They talk a bit about where the AI companies are supposed to get their revenue from. I’d like to see these analyses go a step further and talk about how those AI customers are supposed to come up with that money as well.

   For example, the article suggests $1T from enterprise productivity tooling. A quick Google suggests the global enterprise productivity tooling market is only worth about $0.1T right now.

   Do we really expect all the world’s corporations to suddenly up their annual spend by 1,000% on average? Why?

   1. nicce · 1790712741 · focus · HN ↗

      > Do we really expect all the world’s corporations to suddenly up their annual spend by 1,000% on average? Why?

      If they keep replacing employees with AI, that is indeed the direction.

      1. sailfast · 1790712841 · focus · HN ↗

         It’s true - but then where do folks get money to buy from the businesses?

         Eventually this merry-go-round runs into some issues if we don’t figure out a way to make this huge productivity boom work.

         1. ben_w · 1790713832 · focus · HN ↗

            All money is a merry-go-round when you get down to it.

            That doesn't mean the wheels won't fall off, they fall off pretty regularly as is.

            The difference between this loop and the previous loops, is that people making the tech used to be pretty straightforward ("invest in me, your money will let me make a machine that lets me fire 90% of my peasants and we can share in the savings"), while today they're all "invest in me, either this will kill everyone or just make the concept of money irrelevant, either way rotflmao".

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