原推:Simple assertions:
Cost to train AI falls at ~2x Moore’s Law
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Models become more capable and increase per knowledge worker output by 2.4x
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Productivity ?
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Businesses only pay 25% of that productivity uplift out to software providers
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AI software ? https://t.co/JL5dTv7fDO
As companies generate profound productivity gains from artificial intelligence, we estimate that software spend per year could grow at a 42% compound annual rate from just under $1 trillion today to $14 trillion in 2030.
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