Palihapitiya argues greatest AI margins will eventually flow to those closest to end users
“We know from the desktop and Internet eras that the economics started similarly and then flipped - the greatest margins were ultimately from those closest to the end user. The question is not if this will happen again in AI but when. https://t.co/O8wFcJ6Dj1”
post Palihapitiya notes Anthropic's Fable model only 11% of revenue, sees long J-curve to positive ROI
https://x.com/chamath/status/2092596950738846204
post Palihapitiya predicts leaders will commoditize features then drive token consumption as Databricks does
https://x.com/chamath/status/2090317369511924027
post Palihapitiya argues greatest AI margins will eventually flow to those closest to end users
https://x.com/chamath/status/2092651173698298228