Gerstner reports Saudi minister said Huawei went from 0% to 40% market share, nearly winning full adoption.
“One of the ministers in Saudi Arabia said to me that Huawei had gone from 0% market share to 40% market share and they were months away from making the decision to go with the Huawei stack right? Because they can't be left behind.”
Gerstner says frontier model revenues are needed to fund $1-2T annual capex buildout of American AI
“Narrative violation. Have been hearing for 18 months frontier models dead. Competition w open source is not zero sum. If you want American AI to win u should cheer for open & closed - we need these revenues to pay for the $1-2 T annual capex build out of American AI. 🇺🇸🚀💰 https://t.co/5swFA78sel”
Gerstner says frontier labs still capture roughly 90% of AI economics despite open source token share gains
“@Jason Agree. Grt competition! Share of tokens increasing at open source models (tho both still early in growth curve & growing rapidly). But share of wallet / AI economics continues to be ~ 90% to closed / frontier labs despite dire forecasts. The question is if / when changes. 🧐💰”