is this revenue in the room with us right now?
Why would any investor believe this?
Meanwhile their ACTUAL revenue is a mere $5-10 billion.
I don’t believe that for a second. Tokens are legit made up bullshit. Unless Nvidia is investing $4.9-9.9 billion, that math ain’t mathing.
And it’s kinda sorta pretend revenue from VCs and circular funding deals.
why make trillions when we could make… billions? - Microsoft
A bout of hyperinflation is all that’s needed to make this prediction come true.
I don’t get it, that’s less than the global GDP, why is there parts of the global GDP they don’t consider accessible?
Or in other words, If they really go on to claim that, they are claiming that more than a quarter of the world GDP is accessible market to them!This is insane, and has no basis in any kind of possible reality no matter how optimistically viewed.
So the global total GDP this year is estimated to be $100trillion. Anthropic expects it’s revenue to eventually be equivalent to 30% of global GDP? US GDP is expected to be $32trillion this year. Antrhopic expects it’s revenue to be eventually be equivalent to 94% of US GDP?
And we’re supposed to believe we’re not in a bubble?
Woah woah woah! You need to factor in that spaceX said it’s looking at $28T
I feel we’re watch a game of bullshitters.
SpaceX expects 26T. OpenAI didn’t say but if you ask Sam he’ll make up a number for you for the last third of world GDP.
Their argument is that AI will make everybody so productive that world GDP will grow massively. Not that there really is any evidence for that, but hallucinating things is now a business plan.
Total addressable market is the amount of revenue they think is available to all AI providers, combined. So it makes sense that this is in the same ballpark as SpaceX’s “enterprise services” estimate.
And yes they believe 25% of the economy can be automated with AI. Which is a big downgrade from 100%
he global total GDP this year is estimated to be $100trillion.
So you are saying they set the number too low? 🤣🤣🤣
Wall Street, where everything is possible…if you just fucking lie confidently.
You also never get punished if the lie is big enough.
The worst part is I don’t even think that they think they’re lying.
They’re so delusional that they 100% believe what they’re saying.
They are absolutely delusional enough to think that THEIR company will eventually reach AGI but I don’t think any truly believe these numbers.
There’s been no consequences for lying, only more profit. Look at the space X ipo…The market has shown they’ll pay whatever they’re told to so lie lie lie.
Lying gets you customers, investors, and government subsidies. And when your competitor lies, you just have to lie harder. The grift economy.
Even if they achieve AGI they can’t control it themselves, because that would be slavery.
I think some of them actually believe. Like on Blind where the tech bros think $100k/yr is poverty wage. They haven’t been living in reality in a long time. The tech boom has been going on since what like 2010. It’s far longer than the dotcom bubble. They keep managing to jump from one fad to the next. It’s far eclipsed prior bubbles.
100k/year in San Francisco is definitely low income.
Official government figures using an exemplary family of four (two adults two children) already classified a household income of $117,400 as low income back in 2018. By 2025, that threshold has risen to $159,000.
San Francisco: Where a six-figure salary is ‘low income’ - https://www.bbc.com/news/world-us-canada-44725026
Places Where a Six-Figure Salary is Considered ‘Low Income’ - https://internewscast.com/news/places-where-a-six-figure-salary-is-considered-low-income/
Case in point. The world doesn’t revolve around San Francisco. You guys are neurotically hyperfocused on your little world.
Tbh 100k/yr is poverty wage in downtown San Francisco…
Haha. Are you fucking kidding me!?
Apparently they are even more insane than Elon Musk!
Guys I see 100 billion potential children of mine being born in the next year if my entire sperm count is utilized.
With about 4 billion woman, that would require they get 25 children with you each.
Yes the math checks out, that sounds possible over a period of some years.
For a second there I thought you were exaggerating. 😋I’m calling the police right now to report you for the millions of crimes you could potentially commit over the next year.
Rob Schneider is a piece of shit.
Wake her ass up!
I’m calling the police right now to report you for the millions of crimes you could potentially commit over the next year.
This is a scam to outsource their market analysis and generate publicity
Meanwhile, in the real world, my company has locked down usage of Anthropic’s top-tier models, because costs were out of control. Even the low-end models are usage-capped, and developers are starting to write code by hand again.
And we’re busily setting up local models we control ourselves on our network edge. We’ll probably end up with a modest budget for frontier models (until the model providers collapse), but most of the coding will be done by local models and developers themselves.
And that seems to be the way the entire industry is going, unless Anthropic starts subsidizing tokens with investor money again.
In conclusion: Get fucked, Dario.
Anthropic is only useable within a subscription. Once you hit that limit, you pay like 10x more per token. Fuck that.
And we’re busily setting up local models we control ourselves on our network edge.
If you’re running Apple hardware I’ve liked what little I’ve seen personally from the MLX enhanced models running locally.
You hiring? 🤓
Honest answer? Not much… yet. As the stupidity of “tokenmaxxing” and replacing developers with hallucinations-and-plagiarism engines really comes into focus, I expect developer hiring to ramp back up.
Complex programs are going to absolutely collapse from all the bugs introduced by vibe coding tokenmaxxers.
It’s already happening. Software instability is becoming a major problem.
Hmm. Maybe. How much VRAM you got?
I would love to see the logic behind that belief. It’s gonna be a good read. According to the first few results on the internet, the entier oil industry is, like, 4 Trillion per year (IEA says 3.5 Trillion in 2018). What the fuck is the slop bot supposed to do to make almost an entire US GDP of money?
keep in mind that would be enough to solve homelessness in virtually any nation
Yeah but how would you motivate people to keep their abusive underpaying jobs without the implicit threat of homelessness?
You mean globally. It’s enough to just end homelessness all together.
