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That's all true... however the point that Google will get just $1 billion per year from Apple for the AI service is still insightful. If AI use via Apple repre
by D_Alex 3mo ago
That's all true... however the point that Google will get just $1 billion per year from Apple for the AI service is still insightful.
If AI use via Apple represents 10% of the total that vaguely implies that the total AI market is worth around $10 billion per year (which admittedly seems a bit low), and if it is just 1% (which also seems low) then we get $100 billion per year upper-end estimate.
Which just is not enough to justify the current valuations of AI companies.
- kristianp 3mo agoUber was recently said to have a $1500 per head per month AI budget (1). Business use dwarfs consumer spend. (1) https://news.ycombinator.com/item?id=48383056 https://news.ycombinator.com/item?id=48383056
- senordevnyc 3mo agoIf AI use via Apple represents 10% of the total that vaguely implies that the total AI market is worth around $10 billion per year (which admittedly seems a bit low), and if it is just 1% (which also seems low) then we get $100 billion per year upper-end estimate. This is a bizarre way to try and estimate market size. Maybe Apple’s AI represents 100% of the market! Maybe it represents 0.000001%! We can make up any numbers we want! Anthropic subscriptions alone already dwarf your $10 billion number.