Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work (Fin/@fi56622380)

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热度趋势

趋势数据积累中

百分比基于当前可用热度信号，而非评论数或独立用户人数。

AI 摘要

与互联网一维、固定费用的增长模式不同，人工智能的增长体现在用户渗透率和每用户代币量这两个指数级因素上。这种双重指数增长对于人工智能实验室的经济可行性至关重要。这种模式也影响着继编码之后的下一个年度经常性收入（ARR）增长引擎、人工智能基础设施泡沫，以及开源与闭源模型的经济学，预示着人工智能的建设周期将比互联网更长。

Fin / @fi56622380:

Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work — The next ARR growth engine after coding, the AI infra bubble, the Economics of open vs. closed source model Why is the AI semi buildout longer than the internet buildout?