This is, in fact, the Big Question of the impact of AI on the economy. There is a general assumption that the usual frictions of technology adoption continue (as they have up until now with AI), but if systems keep improving, they may just… not. Which way it goes is unclear.
ECONOMY
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OpenAI Reportedly Charges for a Usage Reset on Its Top Plan
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OpenAI is charging $80 for a usage limit reset on $200 plan. Higher than expected y
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Consumer Attitudes May Shape Where AI Adoption Takes Hold
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Consumer segment feelings about AI is going to be a bigger driver than economics in determining which fields become efficient and which become artisanal in reaction to AI.
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CIOs Struggle to Prove Value From Measurable AI Spending
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CIOs can measure #AI spend. Proving its value is the hard part
by Stephanie Overby @InformationWeek Learn more: https://
bit.ly/3U9FkKC #ArtificialIntelligence #ROI #EnterpriseAI #DigitalTransformation -
Quarterly Results Raise Questions About Anthropic’s Projected Revenue Run Rate
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This graph from the @FT does not look good for @dwarkesh_sp
’s prediction that Anthropic’s “likely ends the year with ~$100-$150B revenue [run rate]” Rumor has it they made ~$11.5B revenue in Q2 — which is phenomenal — but they would need to more than double that in Q4 to $25B+ -
Private Equity and Venture-Backed Companies Differ in AI Spending
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kinda wild how private equity-backed companies spend 90% less on AI per employee than venture-backed companies when pe-backed firms are the ones that'll get eaten
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AI Productivity Metrics Can Combine Token Throughput, Power, and Cost
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Adding Cost To Tokens Per Watt Is The New Metric For #AI Productivity
by Steven Carlini @Forbes Learn more: https://
bit.ly/4cxWXtT #ArtificialIntelligence #MachineLearning #ML -
Anthropic’s IPO Valuation Raises Questions About Compute Costs and Competition
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Holy cow… Anthropic at $2 TRILLION? The echoes of dot-com exuberance are getting louder. AI is real.
The growth is real.
But so are the massive compute costs, falling model prices & open-source pressure.
Revolution… or bubble? My latest @Forbes
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OpenAI Reportedly Approaches $40 Billion in Annualized Revenue
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OpenAI is on track to clear $40 billion in annualized revenue, roughly double its run rate at the end of 2025, Bloomberg reports, citing people familiar with the figures. However, Claude Code, with annualized revenue run rates scaling aggressively toward a projected $100
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Europe’s AI Inference Expansion Depends on Additional Compute Capacity
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thots:
a) europe is gonna need a ton of compute to serve inference that will automate its services sector
b) compute is an amazing biz – def better than models if you’re not at frontier
c) it’s a way for eu to be relevant on the world stage
d) 1gw in 3 years isnt ambitious enough