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. kingstnap · 1790712123 · focus · HN ↗

      > enterprise productivity tooling market

      AI is not a replacement for powerpoint and excel. You can't substitute those.

      White collar worker salaries is ~$30T+ global.

      1. base698 · 1790713115 · focus · HN ↗

         What does this mean? I've been using AI as a replacement for both of those for longer than a year. If I need a PowerPoint file I have it generated off my tooling. Instead of fiddling to align text you say update slide 6 to look like this, strike this sentence. And you can add even more dynamic content. Like live application dashboards connected to real sources.

         1. kingstnap · 1790713482 · focus · HN ↗

            You can personally do that but I don't see how having ChatGPT means mass uninstalls of excel occur in enterprise. AI using PowerPoint doesn't mean powerpoint got replaced right.

            1. HEmanZ · 1790714663 · focus · HN ↗

               If there are no humans looking at the excel anymore, why is it needed? My guess is all of this office software gets replaced by stuff that looks a lot more low level and controlled by agents, and just converted to a nice view when a human wants to look for some reason.

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