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. Legend2440 · 1790712395 · focus · HN ↗

      Keep in mind wealth is not a fixed thing. If AI makes their businesses more productive, it would allow the creation of more wealth, giving them more money to pay for AI with.

      This of course hinges on the big if: does AI create wealth? I think yes, but maybe not $6 trillion of it in five years.

      1. root_axis · 1790715213 · focus · HN ↗

         More productivity might translate into more revenue, but more productivity doesn't necessarily create more wealth.

         For example, if I'm a landlord that uses AI to more intelligently price rental increases to maximize profit without attrition, I have created more revenue but not more wealth.

         1. r3trohack3r · 1790715455 · focus · HN ↗

            Wealth creation happens in positive sum games. Wealth destruction happens in negative sum games. Winners and losers are decided in zero sum games.

            Play positive sum games.

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