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. EA-3167 · 1790712419 · focus · HN ↗

         Please don't cover up one insane claim with an even less plausible one.

         1. kingstnap · 1790713167 · focus · HN ↗

            I'm very confused by what you mean.

            My point was that AI isn't some productivity software thing. The addressable market is white collar work that can be done on a computer.

            You think its implausible for AI to replace some fraction of white collar workers? To me this is directionally exactly where this is heading?

            1. tovej · 1790718650 · focus · HN ↗

               If that white collar work disappears, so does most of the demand in the entire economy.

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