行业多源确认
Cathie Wood 用 Jevons 悖论解读 AI 推理成本暴跌与收入暴涨
精选理由
ARK 的 Cathie Wood 拿 OpenAI 年收入从 200 亿涨到 700 亿来解释 Jevons 悖论，降价比用量涨快，收入反而暴涨。
ARK Invest 的 Cathie Wood 称 AI 推理正呈现 Jevons 悖论：同一次回答的单位成本一年下降 99.99%，但用量随之爆发。价格暴跌没有压缩业务，OpenAI 的年化收入约一年内从 200 亿美元涨到 700 亿美元，超过 Anthropic 报告的 650 亿美元。她认为这种用量爆发是 GDP 加速增长的引擎。
原文 · rohanpaul_ai
Cathie Wood explains how Jevons paradox is running hot in AI: the same answer costs 99.99% less per year, and volume exploding.
Even with that price crash, OpenAI's run rate went from $20B to $70B in about a year, past Anthropic's reported $65B. Cheaper calls did not shrink the business. Usage exploded.
and she says that is the engine for explosive GDP growth.
---- From "ARK Invest" YouTube channel, (link in comment)
