Everyone is completely wrong about AI #claude #anthropic #claudeai
Everyone is completely wrong about AI #claude #anthropic #claudeai
Description
Advanced AI capabilities will drastically increase usage frequency and drive sustained revenue growth for models
Transcript
Everyone is completely wrong about AI but I also believe that the frontier capability is gonna massively multiply the amount or frequency of usage that we use AI for. Because it when we get to a point where, you know, you you don't have to do all this kind of hacky stuff to get it to work, spend an hour prompting and getting it to come back and actually work and all this debugging, so this is actually just smooth. When we get to that point and anyone can just create amazing products just by talking, I just can't see how the frequency doesn't increase by more than the supply. So with that true and with that segment that is kind of reserved for frontier capability where it's able to do things that you will pay more for because you couldn't do them before and there's not another model that can provide them. As long as that's true, I don't see why the I don't see why the margins can't continue, I mean, there's an upper limit on how much margin they can get but I don't see why the revenue and profitability for the model layer can't continue to increase.

